Branch Financial Adviser (Newcastle)

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Newcastle upon Tyne is looking for a Financial Adviser. You will qualify through the Adviser Academy Learning Programme, receiving a living allowance during initial training. Candidates should have a senior certificate and at least three years of experience in finance-related sectors. The role offers commission and benefits such as medical aid and life insurance.

Benefits

Living allowance during training

Market competitive remuneration

Medical Aid and Group Life

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) required.
• Minimum of 3 years working experience in Finance, Banking or Insurance.
• Clear credit and criminal records.

Responsibilities

• Operate as a Personal Financial Adviser post-accreditation.
• Build networks and relationships with clients.
• Consult with clients on financial needs and options.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Software

Education

NQF Level 4 - Grade 12 or equivalent

Job description

**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Free Adviser Academy Learning Programme which will qualify you tooperate as a Personal Financial Adviser.Payment of a Living Allowance during the first three months of completingthe Adviser Academy Learning Programme for accreditation as a licencedFinancial Adviser.Upon successful completion of the Adviser Academy Learning Programmeand accredited to operate as a Financial Adviser you will receive Marketcompetitive remuneration in the form of Commission & Advice Fees,Medical Aid, Group Life, Funeral and Disability coverA great culture with people who do great things every day.Development coach/mentor and continuous learning programmesIf you are a self-starter, with outstanding networking and relationship buildingskills then apply for our Financial Advisor positions to unleash your potential andbe your exceptional best every day!Qualification and Experience:* Senior Certificate (Matric / Grade 12/ NQF 4) -* A valid Driver’s License with your own vehicle or access to a vehicle* Branch working hours Monday - Saturdays* Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous* Required to cover a desk fee charge from month 4* Clear credit and Criminal records* Fit and proper**Skills**Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships### **Competencies**Action Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability**Education**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent**Closing Date**30 December 2025 , 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!*****