Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prominent financial services company in the United Kingdom seeks an Advancing Financial Adviser to provide comprehensive financial advice and manage client relationships. Candidates should possess at least a Matric qualification and a year of experience in financial services. Key competencies include consultative selling and excellent communication skills. The role also demands a valid driver's license and the ability to analyze customer needs to translate them into sales opportunities. This position aims to enhance client trust and satisfaction.

Qualifications

• A minimum of Matric or equivalent is required.
• 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Responsibilities

• Provide comprehensive financial advice to clients.
• Translate customer engagements into sales.
• Analyze and synthesize information to meet customer needs.

Skills

Consultative Selling

Customer Service

Oral Communications

Sales Data Management

Education

NQF Level 4 - Grade 12

Job description

Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) page is loaded## Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)locations: Newcastle: Vryheidtime type: Full timeposted on: Posted Todayjob requisition id: JR-74659**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Qualifications and Experience*** A minimum of Matric or equivalent* A minimum 12 months’ financial services experience as a Financial Adviser* A minimum of Long-term Insurance Class of Business completion.* Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.**Other Requirements*** A valid driver’s licence and own car* A clear criminal and credit check* Proven computer literacy* Excellent communication skills (written and verbal)* Sound planning and organising abilities* Ability to collate, analyse and synthesise information* Entrepreneurial mindset* Sound business acumen* Grit, resilience and tenacity* Excellent listening skills with the ability to translate customer engagements into sales.**Skills**Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships### **Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent**Closing Date**30 January 2026 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.********The Old Mutual Story!*****[](blob:https://oldmutual.wd3.myworkdayjobs.com/4b4bc4aa-66b3-4a76-af87-0874959242b9)