Financial Adviser – Old Mutual Limited (Cape Town Region)

Role Overview:
We are seeking a highly motivated and professional Financial Adviser to join Old Mutual Limited in the Cape Town Region. This is a full-time, WFH role suited for individuals passionate about financial planning, investment advisory, and wealth management. As a Financial Adviser, you will be responsible for providing expert financial advice, tailored solutions, and investment strategies to help clients secure their financial future.

Key Responsibilities:

• Provide comprehensive financial planning and investment advice aligned with clients’ financial goals.
• Offer retirement planning solutions, asset protection, and estate planning strategies.
• Conduct financial needs analysis to develop personalized financial plans
• Build and maintain strong client relationships, ensuring ongoing support and advisory services.
• Proactively engage with clients in your allocated market, offering on-demand financial services.
• Champion client financial success by implementing fit-for-purpose financial solutions.
• Stay updated on industry trends, regulatory requirements, and financial products.

Qualifications & Requirements:

• Matric (Grade 12) or equivalent qualification.
• 1+ years experience in a Sales and Financial Advice role (2–5 years preferred).
• FAIS-compliant and meeting all regulatory requirements. RE5 (essential).
• Excellent communication, interpersonal, and relationship-building skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively within a team.
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous.
• Clear criminal and credit record.

What We Offer:

• 25k Training Allowance for first 2 month
• 80% Commission split
• Basic Allowance 15k to 20k
• Competitive Salary with Monthly Bonus Incentives.
• Flexible Working Hours to maintain work-life balance.
• Comprehensive Support & Training through the Free Adviser Academy Learning Programme.
• Cutting-Edge Technology to streamline your workflow.
• Exceptional Coaching, Mentorship, and Ongoing Development.
• A Dynamic and Supportive Work Culture with people who do great things every day.

If you’re ready to make a real impact in people’s lives and grow your career with one of South Africa’s most trusted financial institutions, we’d love to hear from you.

📩 Apply today or send your CV to amanda@connect2growth.co.za
🚀 Let’s connect purpose with potential.