MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual
Upington
ZAR 200 000 - 300 000
Job description

MFC Salaried Financial Advisor (Recruitment Pool)

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and requires continuous professional development.

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communication skills to build solid relationships are fundamentally important.

What do we need from you?

  • A Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver’s licence and your own car
  • A clear criminal and credit check
  • A minimum of 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop, and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The Group provides many opportunities for growth and development.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Closing Date: 30 November 2025

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.

Get a free, confidential resume review.
Select file or drag and drop it
Avatar
Free online coaching
Improve your chances of getting that interview invitation!
Be the first to explore new MFC Salaried Financial Advisor (Recruitment Pool) jobs in Upington