MFC Salaried Financial Advisor (In-house)

Posted Yesterday
Be an Early Applicant
Queenstown, Otago, NZL
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Provides financial advice on a defined range of products to an allocated market. Ensures FAIS compliance, develops and tracks an individual business plan, meets performance targets, supports customers, and conducts limited prospecting. The role offers a base salary and bonuses without commission.
Summary Generated by Built In

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 are individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Provides advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets.
Works in specific allocated markets.
Works with a specific range of products.
Prospecting is limited.
Receives a base salary & bonuses - no commission.

Requirements: Skills, Qualifications and Experience required

  • Grade 12 (Matric).
  • Valid Driver’s licence and Own Car
  • FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
  • Clear criminal and credit check
  • Minimum of 3 years working experience (preferably in sales)
  • Computer literacy (MS Word, Powerpoint and Outlook)
  • Excellent communication skills (written and verbal)
  • Presentations skills an added advantage

 

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.


na

Skills

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

Closing Date

19 October 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!

Skills Required

  • Grade 12 or Matric
  • Valid driver's licence
  • Own car
  • FAIS compliance with an NQF Level 5 FSCA-approved qualification
  • Clear criminal check
  • Clear credit check
  • Minimum of 3 years' work experience, preferably in sales
  • Computer literacy, including Microsoft Word, PowerPoint, and Outlook
  • Excellent written and verbal communication skills
  • Presentation skills
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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