Financial Advisor – Client Relationship Specialist

About the role

As a Financial Advisor at Old Mutual Personal Financial Advice, you will empower individuals to achieve their long‑term financial goals. You will provide tailored advice, manage investments, and guide clients through every stage of their financial journey, all while building lasting relationships.

Key responsibilities

• Develop and nurture client relationships through prospecting, networking and referrals.
• Conduct comprehensive financial needs analyses and recommend appropriate Old Mutual products.
• Become accredited in Old Mutual Personal Financial Advice solutions to serve specific client segments.
• Ensure strict compliance with internal processes, FAIS regulations and relevant financial‑services legislation.
• Deliver life‑changing advice using the proven 6‑step planning methodology.
• Monitor economic, political and regulatory developments to provide up‑to‑date guidance.
• Maintain CPD points and stay current with industry best practices.

Required profile

• Matric certificate (Grade 12) or equivalent.
• At least 18 months of experience in financial services (sales, client service or advisory).
• Regulatory Examination (RE5) completed or in progress, with ongoing CPD.
• Valid driver’s licence and own vehicle.
• Clear criminal and credit record.
• Excellent communication, planning and analytical abilities.
• Strong passion for helping clients achieve financial freedom.

Required skills

What we offer

• Uncapped commission structure.
• Support from a trusted, continent‑wide financial services brand.
• Comprehensive training and accreditation programs.
• Opportunities to build personal wealth while delivering purpose‑driven advice.