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Part‑Time Financial Adviser – Morningside, Durban

Old Mutual · Durban

🇬🇧 English

Job description

About the role

Old Mutual is seeking a motivated Part‑Time Financial Adviser to join its Morningside, Durban team. The role is designed for individuals who already hold a position and wish to supplement their income by providing professional financial advice to an existing network.

Key responsibilities

  • Deliver tailored financial advice to clients within the in‑segment market.
  • Maintain compliance with DOFA/Fit & Proper regulations.
  • Identify and pursue sales opportunities, managing sales data and documentation.
  • Build and nurture trusted relationships with customers through consultative selling.

Required profile

  • Minimum education: NQF Level 4 – Grade 12 or equivalent.
  • Valid driver’s licence and own vehicle.
  • Clear criminal and credit background checks.
  • Strong written and verbal communication skills.
  • Ability to plan, organise, analyse and synthesise information.
  • Entrepreneurial mindset with sound business acumen and resilience.

Required skills

  • Computer literacy and digital dexterity.
  • Proficiency with sales software and data management tools.

What we offer

  • Access to a well‑established client network.
  • Opportunity to grow your advisory practice alongside a reputable financial institution.

Questions fréquentes

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Published 1 month ago

Expires 1 week from now

31 views · 0 interested

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Old Mutual

Durban