Advancing Financial Adviser

Old Mutual

Join Old Mutual as a Financial Adviser to provide clients with financial services and build strong customer relationships.

Last checked on June 1, 2026. We may earn a commission when you click through.

The position offers a solid entry point into the financial services sector, especially for driven individuals passionate about helping others.

✓ Opportunities for professional growth ✓ Strong support from a reputable company ✓ Engagement with a diverse clientele

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Advancing Financial Adviser

Old Mutual

Updated 2 months ago

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Richards Bay Full-Time

The position offers a solid entry point into the financial services sector, especially for driven individuals passionate about helping others.

About this role

Join Old Mutual as a Financial Adviser to provide clients with financial services and build strong customer relationships.

About the Company

Old Mutual is a leading financial services provider in Africa, committed to leveraging diverse talent to harness the continent's opportunities.

Key Highlights

✓ Minimum Matric qualification required
✓ At least 12 months of financial services experience
✓ Completion of Long-term Insurance Class of Business
✓ Valid driver's licence and own car required
✓ Excellent communication and analytical skills

💡 Honest Take: This role is ideal for those looking to build a career in financial advising, though it requires considerable commitment and experience.

Pros

✓ Opportunities for professional growth
✓ Strong support from a reputable company
✓ Engagement with a diverse clientele
✓ Dynamic work environment

Cons

✗ High-pressure sales targets
✗ Requires extensive qualifications
✗ May involve long hours
✗ Not suitable for those seeking remote work

Best For: Ideal for motivated self-starters eager to advise clients and develop their financial acumen.

Watch Out: Be prepared for the challenges of meeting sales targets and the need for ongoing professional development.

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What Customers Say

Feedback from current employees highlights a supportive environment but notes the pressure of sales targets.

Expert Review

The role of Advancing Financial Adviser at Old Mutual requires strong commitment and resilience. With a minimum of 12 months’ experience in financial services, candidates must also complete essential qualifications like the Regulatory Examination 5 (RE5). This makes it a serious career step rather than a casual job.

Expect competitive interactions as you build lasting relationships with clients. The diverse clientele means that advisers will encounter a variety of financial needs, making adaptability key. Candidates should be prepared for rigorous sales targets, which may be daunting for some but rewarding for those who thrive under pressure.

While the position promotes growth and development, it also demands significant dedication. The company supports its advisers, providing resources to help meet targets and enhance skills. However, this role is not for those looking for a cushy desk job; it involves considerable hustle and tenacity. For more details, visit Old Mutual’s official page.