Financial Advisor – Johannesburg

About the role

Transform lives and build your legacy as a Financial Advisor with Old Mutual Personal Financial Advice. You will empower clients to achieve their long‑term financial goals through tailored advice, investment management and holistic financial planning.

Key responsibilities

• 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.
• Ensure compliance with internal processes, financial services laws and regulations.
• Deliver life‑changing financial advice using the 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.

Required profile

• Matric certificate / Grade 12.
• At least 18 months of financial services experience (sales, client service or advisory).
• Fit and proper status with a clear criminal and credit record.
• Valid driver’s licence and own vehicle.
• Exceptional communication, planning and analytical abilities.
• Passion for helping clients and confidence to consult and influence.