Financial Adviser at Old Mutual MFC

About the position

Old Mutual Personal Financial Advice

Transform Lives, Build Your Legacy, Uncapped Commission

Imagine a career where every conversation has the power to change lives. As a trusted financial adviser, you will empower people to achieve lifetime financial aspirations and a play a meaningful role in their journey to financial freedom by offering tailored advice, managing investments, and guiding their overall financial well-being. A purpose driven profession, where you can create your own wealth by building relationships and partnering with clients at the most prestigious and well-established financial services company on the continent, Old Mutual.

What You'll Do

• Build lasting client relationships through prospecting, networking, and referrals.
• Conduct in-depth financial needs analyses and recommend Old Mutual's trusted products.
• Become accredited in Old Mutual Personal Financial Advice products to service your segment customers
• Compliance with our processes and standards as well as relevant financial services laws and regulations.
• Deliver life-changing financial advice using our proven 6-step planning process.
• Stay ahead of economic, political, and regulatory trends to provide cutting-edge advice.
• Maintain compliance with FAIS regulations and keep CPD points up to date.
• Stay informed of changes in economic, political and regulatory environment.

What You Bring

• Matric certificate / Grade 12
• 18 months of financial services experience (e.g., sales, client service, or advisory roles).
• Regulatory Examination (RE5) completed or in progress and CPD.
• Valid driver's licence and own vehicle.
• Clear criminal and credit record.
• Exceptional communication, planning, and analytical skills.
• A passion for helping clients and confidence to consult and influence

Why This Role?

Join Old Mutual PFA and build a thriving practice. With our trusted brand and unparalleled support, you'll outpace competitors and create a career of wealth and purpose.