Yasmine Jacobs

August 30, 2025

Financial Adviser at Old Mutual MFC Western Cape

Job Introduction

Old Mutual MFC is offering an exciting opportunity for individuals to join as Financial Advisers. This role is designed for those who are eager to grow their careers in financial services, providing pro-active financial advice and building meaningful client relationships.

Job Opportunity

As a TIED Financial Adviser at Old Mutual MFC, you will work exclusively for Old Mutual, offering a comprehensive range of financial solutions. You will benefit from in-house training, compliance support, and access to an existing client base, all while earning a competitive salary plus uncapped commission.

Key Responsibilities

  • Provide pro-active financial advice and sell services to an allocated client base
  • Build meaningful client relationships and tailor financial solutions aligned to their goals
  • Ensure compliance with financial regulations and deliver a consistent, high-quality customer experience
  • Continuously grow your knowledge through professional development and formal qualifications

Qualifications and Experience

  • Matric / Grade 12 certificate
  • FAIS compliance (FSCA approved qualification, CPD & COB)
  • RE5 qualification (advantageous)
  • Valid driver’s licence and access to a vehicle
  • Clear criminal and credit checks
  • 1–3 years’ working experience (preferably in sales or as a financial advisor)
  • Computer literacy (MS Office)
  • Excellent communication skills (written and verbal)

Skills and Competencies

  • Target and goal-driven
  • A natural relationship builder with great people skills
  • Resilient and proactive
  • Able to influence decisions and close deals
  • Strong in time management and strategic thinking

How to Apply

Interested candidates should apply through the CareerJunction portal and submit a CV, cover letter, and supporting documents.

Closing Date

The closing date for applications is 11 September 2025.