Sign up to access all features of our service
  • Job search
  • Favorites
  • Create a CV
    New
  • Subscriptions

Advancing Financial Adviser

Full-time

Old Mutual South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

18 July 2026 , 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!

Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Advancing Financial Adviser in Hermanus, Western Cape vacancy
  •  ...Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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... 

    Old Mutual South Africa

    Hermanus, Western Cape
    5 days ago
  •  ...Posted recently. Role: Financial Controller. Location: Hermanus, Western Cape. The team is hiring and seeks a candidate who can step in and deliver from week one. About the Opportunity An experienced Financial Controller is needed to support operations in Hermanus.... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...branch execution. Qualifications Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Business...  ...compliance, operational controls and stakeholder management within financial services. Exposure to branch profitability, revenue growth,... 

    Standard Bank

    Hermanus, Western Cape
    4 days ago
  •  ...value-adding client engagement, portfolio management and tailored financial solutions that enhance the client experience, deepen...  ...with bank standards. Qualifications Bachelor of Commerce, Advanced Diploma or equivalent NQF 7 or higher qualification in Finance... 

    Standard Bank

    Hermanus, Western Cape
    4 days ago
  • R 3,500 per month

     ...items to management. Keep up to date with product knowledge and promotions. Execute store calls according to the call cycle. Advise the Regional Sales Manager (RSM) on out-of-stock products. Minimum Requirements Under the age of 28. Currently unemployed... 

    Managed People Solutions

    Hermanus, Western Cape
    6 days ago
  • R 20,000 per month

     ...Maintain accurate guest records and operational reports. Prepare monthly occupancy and performance reports for ownership. Financial Management Assist with budgeting and cost control. Monitor operational expenses and identify cost-saving opportunities. Manage... 

    IS Recruitment

    Hermanus, Western Cape
    1 day ago
  •  ...effective day-to-day management of the branch, ensuring that company policies, operational controls, merchandising standards, and financial disciplines are consistently applied: Branch Leadership and People Management: Lead, manage, and motivate branch staff to achieve... 

    Bright City Talent

    Hermanus, Western Cape
    1 day ago
  •  ...project planning and organising skills. Ability to function independently (unsupervised) and within a team. Computer literacy plus advanced proficiency in MS-Office. Ability to work in a marine / aquatic environment. Recommendation: National Diploma in Nature... 

    CapeNature

    Hermanus, Western Cape
    18 days ago
  •  ...Office-based, Hermanus, Overberg, Western Cape Salary:  TBC What You’ll Be Doing Managing full-function accounting : financial statements, reconciliations, budgets, and cash flow. Overseeing stock control and ensuring accurate audits and reconciliations... 

    AF Consulting

    Hermanus, Western Cape
    1 day ago
  •  ...Leadership and People Management Hydroponic Production Management Nursery Operations Management Operational Planning and Control Financial and Resource Management Compliance, Quality and Safety   ONLY short-listed candidates will be contacted

    Farm Manager SA

    Hermanus, Western Cape
    18 days ago
  •  ...what keeps the role engaging for the right candidate in Hermanus. What You'll Be Doing Track legal and regulatory changes and advise the business on impact Run compliance training for staff on POPIA, FICA and ethics Support investigations into theft, fraud... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions. Key Responsibilities Develop and maintain strong relationships with high-net-worth clients by providing tailored... 

    Standard Bank

    Hermanus, Western Cape
    3 days ago
  •  ...practical pointers on neighbourhoods, transport and the typical pace of life in Hermanus, Western Cape. What You'll Be Doing Advise managers on application of the LRA, BCEA and EEA Manage relationships with unions and prepare for wage negotiations Coordinate... 

    Work-Force

    Hermanus, Western Cape
    15 days ago
  •  ...opportunities to candidates from across Western Cape. Core Functions Process monthly payroll inputs and resolve employee queries Advise managers on application of the LRA, BCEA and EEA Drive engagement, wellness and culture initiatives across sites Support... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...year of retail or visual merchandising experience, along with a passion for fashion and design, this is the perfect opportunity to advance your career with a leading retail company. Flexible shift work is required. Apply now to join Woolworths and be part of a team dedicated... 

    Woolworths

    Hermanus, Western Cape
    21 days ago
  • R 250,000 - 350,000 pa

     ...they arise Full stock control function, packing, and exports Effective Warehouse Management Effective Staff Management Financial management, reporting and administration Compliance and adherence to Standard Operating Procedures, Policies and Procedures... 

    Hire Resolve

    Hermanus, Western Cape
    3 days ago
  •  ...People Leadership & Performance Management Lead, coach, and develop a team of SME Relationship Executives to achieve agreed financial, sales, and client experience outcomes across diversified SME portfolios, including Agriculture-focused clients. Set clear performance... 

    Absa Group

    Hermanus, Western Cape
    18 days ago
  • R 40,000 - 50,000 per month

     ...Junior Financial Manager Area: Grabouw, Western Cape Salary: +-R40K - R50K CTC p.m. (depending on experience) Employment Type: Permanent in-office role with a hybrid option. Sector: Agriculture Our client in the Grabouw/ Elgin area is a Kiwi Farm... 

    IS Recruitment

    Grabouw, Western Cape
    a month ago
  •  ...involve drawings, reports or a planning session for an upcoming shutdown. By the time you knock off, you have kept production running, advanced the project plan and helped the team go home safely. Importantly, the rhythm rewards people who plan ahead but also pivot... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...involve drawings, reports or a planning session for an upcoming shutdown. By the time you knock off, you have kept production running, advanced the project plan and helped the team go home safely. No two days look exactly the same — and that variety is part of what keeps... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...involve drawings, reports or a planning session for an upcoming shutdown. By the time you knock off, you have kept production running, advanced the project plan and helped the team go home safely. Importantly, the Hermanus office buzzes through peak hours and settles... 

    Work-Force

    Hermanus, Western Cape
    19 days ago
  •  ...balance integrity What You'll Need ~ Sound ethical conduct and discretion when handling sensitive data ~ Awareness of B-BBEE financial reporting requirements ~ Understanding of internal controls and segregation of duties ~ Experience supporting external audits... 

    Work-Force

    Hermanus, Western Cape
    18 days ago
  •  ...schedules Maintain accurate general ledger entries and trial balance integrity Implement and monitor internal controls to mitigate financial risk Maintain the fixed asset register and process monthly depreciation Who We're Looking For ~2-4 years' experience in a... 

    Work-Force

    Hermanus, Western Cape
    16 days ago
  •  ...Minimum Requirements: BCom Degree in Accounting or Financial Accounting | Non-negotiable Degree must allow entry into a SAICA-accredited CTA | PGDA Commitment to completing SAICA Articles Training Contract Proficient in English and Afrikaans Essential Proficiency... 

    GAP Consulting

    Caledon, Western Cape
    18 hours ago
  •  ...and interpret technical drawings, blueprints and schematics Asset management and maintenance system implementation experience Advance software skills for maintenance dashboards, analysis and predictions Strong people management, communication and practical... 

    Fruitways

    Grabouw, Western Cape
    17 days ago
  •  ...with merchandising, SAPC regulations and company standards. To ensure the operational viability of the dispensary through sound financial management, focus on core dispensary and clinic targets, management of expenses and proactively taking appropriate action as... 

    Clicks Group Limited

    Caledon, Western Cape
    3 days ago
  •  ...addressed in a timely and accurate manner Finance: ~ Execute work activities effectively and efficiently in order to prevent financial losses Client/Customer Deliver work activities adequately to satisfy internal and external customers Contribute to a culture... 

    Motus Corporation

    Caledon, Western Cape
    13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advancing Financial Adviser. Be the first to apply!