Aspiring Financial Adviser- Durban | Old Mutual
Job Location : KwaZulu-Natal, Durban
Deadline : January 30, 2026
About the Role
Operating in the high-RPM Durban market, this development role focuses on managing client financial data and delivering compliant wealth management solutions. Utilizing Salesforce for client engagement and Oracle for financial modeling, the advisor ensures 100% compliance with FAIS regulations. Their work is pivotal for leveraging data-driven insights to drive regional business growth and ensuring the institutional integrity of the financial advisory landscape.
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
- 30 January 2026
Career Growth & Education
A degree in Finance, Economics, or Law is mandatory for this professional track, alongside a commitment to achieving the RE5 certification and CFP status. Career progression leads to Senior Financial Advisor or Private Banker roles within the global wealth sector. Pursuing specialized bootcamps in digital finance and obtaining advanced certifications through professional workshops provides a pathway to high-paying global leadership positions.
Salary & Financial Insight
Estimated monthly salaries for program participants range from R18,000 to R32,000, plus performance-linked incentives. Young professionals should focus on early financial literacy and starting a consistent savings habit in tax-free savings accounts to build a solid foundation.
Interested and Qualified candidates should Click here to Apply Now
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