Financial Advisor – Johannesburg

About the role

Join Old Mutual Personal Financial Advice as a Financial Advisor and help clients achieve their long‑term financial goals. You will provide tailored advice, manage investments and guide overall financial well‑being while building lasting relationships.

Key responsibilities

• Build lasting client relationships through prospecting, networking and referrals.
• Conduct in‑depth financial needs analyses and recommend Old Mutual products.
• Become accredited in Old Mutual Personal Financial Advice products to service customers.
• Deliver life‑changing financial advice using a proven 6‑step planning process.
• Maintain compliance with FAIS regulations, keep CPD points up to date and stay informed of economic, political and regulatory trends.

Required profile

• Matric (Grade 12) certificate.
• At least 18 months experience in financial services, sales, client service or advisory roles.
• Fit and proper status with a clear criminal and credit record.
• Valid driver’s licence, own vehicle and ability to travel.
• Strong communication, planning and analytical abilities.

Required skills

What we offer

• Uncapped commission structure.
• Support from a leading financial services brand on the continent.
• Opportunities for professional development and product accreditation.