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Advancing Financial Adviser-CPT

Advancing Financial Adviser-CPT

Old MutualCape Town, ZA
7 days ago
Job description

Job title : Advancing Financial Adviser-CPT

Job Location : Western Cape, Cape Town

Deadline : December 30, 2025

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Qualifications and Experience

  • A minimum of Matric or equivalent
  • A minimum 12 months’ financial services experience as a Financial Adviser
  • A minimum of Long-term Insurance Class of Business completion.
  • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

    • Other requirements

  • A valid driver’s licence and own car
  • A clear criminal and credit check

    • Skills

  • Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

    • Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

    • Education

  • Matriculation Certificate (Matric)

    • Closing Date

  • 16 October 2025
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    Financial • Cape Town, ZA