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.
