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
The Role:This person will report to the Regional Investment Executive, and will be based in Mpumalanga, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution.
Duties and responsibilities include:
- Managing a portfolio of existing independent financial advisors (IFA) practices
- Managing IFA relationships
- Managing all contracted IFA deliveries relevant to each arm of the practice
- Growing the share of wallet with each IFA/practice
- Responsible for the retention of business
- Growing Net Client Cash Flow
Competencies:
- Building Relationships
- Decision making
- Gaining commitment
- Initiating action
- Sales Ability
- Technical Knowledge – investment specialist
- Tenacity
The successful applicant should substantially meet the following requirements:
- Grade 12 (an applicable tertiary qualification will be an added advantage)
- Preferably BComm/CFP
- At least 5 years’ experience working with a top end Investment Practice
- Relevant RE 5 or will be required in the 18 months
- Basic understanding of Risk and Risk Management
- Own transport and valid driver’s license
Skills
Competencies
Action OrientedBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDirects WorkEnsures AccountabilityEducation
Closing Date
29 October 2025 , 23:59The 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!
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
