Aspiring Financial Adviser

Old Mutual Limited; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading insurance company in the UK, is seeking Aspiring Financial Advisers to join their team. The role is focused on championing customer needs and providing tailored financial advice to help achieve financial goals. Candidates should be self-motivated with an entrepreneurial spirit, possessing strong skills in trust-building, consultative selling, and customer service. This position offers the opportunity for substantial customer interaction and personal growth in the financial sector.

Qualifications

• Self-motivated with an entrepreneurial spirit.
• Ability to build trust and effectively communicate with customers.
• Experience in consultative selling and customer service.

Responsibilities

• Champion our valued customers by identifying their financial needs.
• Provide sound financial advice and implement financial plans.
• Develop strong customer relationships through effective communication.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-75310**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.**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**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/3a14a41e-2057-4339-8e12-0ecc1da0b162)