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Advancing Financial Adviser

Old Mutual Limited

Greater London

On-site

GBP 60,000 - GBP 80,000

Full time

Today
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Job summary

A leading financial services company in East London seeks a dedicated Financial Adviser to provide exceptional client service and financial advice. The ideal candidate will have at least a Matriculation Certificate and 12 months of experience in financial services. Responsibilities include managing customer relationships and identifying sales opportunities. A valid driver’s licence is required. This position offers opportunities for professional development and career growth within a reputable organization.

Qualifications

  • A minimum of Matric or equivalent.
  • A minimum 12 months’ financial services experience as a Financial Adviser.
  • Completion of additional FAIS requirements such as Investments Class of Business.

Responsibilities

  • Advise clients on financial services.
  • Manage customer relationships effectively.
  • Identify customer needs and sales opportunities.

Skills

Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Customer Understanding

Education

Matriculation Certificate (Matric)
Job description
Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-75330**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 equivalentA minimum 12 months’ financial services experience as a Financial AdviserA 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 carA clear criminal and credit check**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**Matriculation Certificate (Matric)**Closing Date**19 February 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/785a8a58-d75b-4d95-976a-ff75319ea4fe)
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