Salaried Financial Advisor (In-house)

Posted 10 Hours Ago
Be an Early Applicant
Graaff-Reinet, Dr Beyers Naude, Sarah Baartman, Eastern Cape, ZAF
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Provide regulated financial advice on a limited product range to an allocated market, develop and track a business plan, meet individual performance targets, comply with FAIS Category B Fit and Proper requirements, undergo criminal and credit checks, and receive a base salary plus bonuses (no 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

20 July 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 (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)
  • 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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