Financial Advisor – Fourways

About the role

Join Old Mutual Personal Financial Advice as a Financial Advisor in Fourways, Johannesburg. You will help clients achieve their long‑term financial goals by providing tailored advice, managing investments, and guiding overall financial well‑being.

Key responsibilities

• Build and maintain lasting client relationships through prospecting, networking and referrals.
• Conduct in‑depth financial needs analyses and recommend appropriate Old Mutual products.
• Become accredited in Old Mutual Personal Financial Advice products to serve your client segment.
• Follow compliance processes, FAIS regulations and maintain up‑to‑date CPD points.
• Deliver advice using the proven 6‑step planning process and stay informed on economic, political and regulatory trends.

Required profile

• Matric (Grade 12) certificate.
• At least 18 months experience in financial services (sales, client service or advisory).
• Regulatory Examination (RE5) completed or in progress, with CPD compliance.
• Valid driver’s licence, own vehicle, and clear criminal and credit record.
• Strong communication, planning and analytical abilities.

Required skills

What we offer

• Uncapped commission structure.
• Support from a leading, well‑established financial services brand.
• Opportunities for professional growth and wealth creation.