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Pfa Associate Financial Advisor Campaign

Pfa Associate Financial Advisor Campaign

Old Mutual South AfricaSouth Africa
5 days ago
Job description

Overview

Lets Write Africa's Story Together. Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

The role focuses on understanding client needs, delivering financial guidance, and implementing suitable financial plans to help clients reach their goals. Responsibilities include advising clients, creating tailored plans, and supporting clients throughout the implementation process.

Minimum requirements

  • Matric
  • 3-5 years work experience
  • A tertiary qualification at NQF Level 7 (law, commerce, accounting)
  • A valid Drivers License
  • Clear Criminal and Credit Record
  • Excellent Communicator
  • Tech Savvy
  • Entrepreneurial spirit

Truly Mutual Benefits

  • A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
  • An exciting and challenging career path with options for specialisation
  • Unlimited earning potential on commission, when you consistently implement what you have learned
  • Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
  • Product Specialist support
  • Company Laptop
  • Access to revamped modern office space with meeting facilities
  • Back-office support
  • Rewards and recognition for outstanding performers
  • Application note

    Do you have what it takes to work for a leading financial service? Apply now.

    Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly.

    Education & Skills

  • Education : Bachelors Degree (B), High School (Grade 12) (Required)
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
  • Closing Date

    29 November 2025, 23 : 59

    The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

  • The Old Mutual Story
  • #J-18808-Ljbffr

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    Financial Advisor • South Africa

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