Aspiring Financial Adviser –
Job Title: Aspiring Financial Adviser
Company: Old Mutual South Africa
Location: Morningside, Durban, KwaZulu-Natal, South Africa
Employment Type: Full-Time
Closing Date: 30 August 2026
Industry: Financial Services / Insurance
Job Overview
Old Mutual is looking for ambitious, self-motivated, and entrepreneurial individuals to join its team as an Aspiring Financial Adviser in Morningside, Durban. This opportunity is ideal for candidates who are passionate about helping people achieve financial security while building a rewarding career in the financial services industry.
As an Aspiring Financial Adviser, you will work closely with clients to understand their financial goals, identify their needs, and recommend suitable financial products and solutions. You will build long-term relationships with customers by providing professional financial advice and delivering personalised financial plans that support their lifetime objectives.
Old Mutual believes in developing talented individuals and offers an environment where advisers can grow their skills, expand their client base, and build a successful career. The company is committed to promoting diversity, inclusion, and equal opportunities while investing in the professional development of its employees.
Job Purpose
The purpose of this role is to provide clients with professional financial advice and customised financial solutions that help them achieve their long-term financial goals. The Financial Adviser is responsible for building trust with clients, identifying sales opportunities, and maintaining strong customer relationships while contributing to business growth.
Key Responsibilities
The successful candidate will be expected to:
- Build and maintain long-term relationships with clients.
- Identify customers’ financial needs and goals.
- Provide professional financial advice.
- Recommend suitable financial products and services.
- Develop personalised financial plans.
- Identify and pursue new sales opportunities.
- Maintain excellent customer service standards.
- Build trust and confidence with clients.
- Conduct client consultations and needs analyses.
- Maintain accurate client records and sales information.
- Follow company policies and industry regulations.
- Achieve individual sales and performance targets.
Minimum Requirements
Applicants should meet the following requirements:
- NQF Level 5 qualification (Higher Certificate, Advanced Certificate, Occupational Certificate, or equivalent).
- Excellent communication and interpersonal skills.
- Customer-focused attitude.
- Sales and relationship-building ability.
- Entrepreneurial mindset.
- Self-motivated and goal-driven.
- Ability to work independently and as part of a team.
Skills and Competencies
The ideal candidate should possess:
- Customer service skills.
- Consultative and direct selling skills.
- Relationship-building abilities.
- Trust and credibility.
- Strategic selling.
- Customer understanding.
- Sales data management.
- Strong verbal communication.
- Problem-solving skills.
- Decision-making ability.
- Accountability.
- Networking and collaboration skills.
Work Environment
This is a full-time position based in Morningside, Durban. Financial Advisers work closely with clients to provide professional financial guidance while building long-term relationships and growing their client portfolios. The role suits individuals who enjoy interacting with people, meeting targets, and creating financial solutions that improve clients’ lives.
Career Opportunities
Old Mutual is one of Africa’s leading financial services companies and offers excellent opportunities for career development. Successful advisers can grow into senior financial advisory, wealth management, sales leadership, branch management, or other specialist roles while benefiting from continuous learning and professional development.
Company Values
Old Mutual believes in the potential of Africa and is committed to developing diverse talent. The company values professionalism, integrity, customer focus, collaboration, accountability, and innovation while empowering employees to build meaningful careers.
Summary
The Aspiring Financial Adviser position at Old Mutual is an excellent opportunity for ambitious individuals who want to build a successful career in financial services. Based in Morningside, Durban, this full-time role involves helping clients achieve their financial goals through professional advice and tailored financial solutions. Candidates with an NQF Level 5 qualification, strong communication skills, and a passion for sales and customer relationships are encouraged to apply before the 30 August 2026 closing date.
Skhumbuzo Shandu is the founder of Careers With Shandu, a platform dedicated to helping South Africans access job opportunities, learnerships, and career development resources.
He focuses on sharing clear, practical, and up-to-date information to help matriculants, graduates, and job seekers navigate applications and build their careers.
Through his work, he aims to make opportunities easier to understand and accessible to everyone, especially young people entering the workforce.
