Old Mutual – Aspiring Financial Adviser (re-posted)

A role like this may suit someone who is confident with people, motivated by results, and interested in the financial services space. As an Aspiring Financial Adviser at Old Mutual in Durban, you would focus on helping customers identify their financial needs, offering relevant advice, and supporting them with solutions that fit their circumstances and future plans.

At a glance

What this opportunity is

This is a full-time financial adviser opportunity for self-motivated and dynamic individuals who want to build a career in financial services. The role focuses on helping customers work toward their lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose financial plans and solutions.

Note: This is not a general office role. A position like this is better suited to someone who is comfortable speaking to people, building trust, identifying sales opportunities, and working in a customer-facing environment where communication and relationship management matter.

Who this opportunity may suit

• Someone interested in building a career as a financial adviser
• An applicant who enjoys working with people and understanding their needs
• A person who is self-motivated, dynamic, and comfortable in a target-driven environment
• Someone with an entrepreneurial mindset who wants to grow in the financial services industry

What you’ll do / learn

You’ll gain practical exposure to customer needs analysis, consultative selling, relationship-building, and financial solution support in a professional financial services environment.

• Champion customers in working toward their lifetime financial goals
• Identify customers’ financial needs
• Provide sound financial advice
• Recommend fit-for-purpose financial plans and solutions
• Implement suitable financial solutions
• Build trust and strengthen customer relationships
• Identify sales opportunities and qualify prospects
• Use customer understanding and feedback to support better service

Eligibility requirements

Check the requirements below before applying.

Essential requirements

• NQF Level 4 / Grade 12 / School Leaving Certificate / National or Occupational Certificate or equivalent

Skills

• Building trust
• Consultative selling
• Customer feedback management
• Customer-focused approach
• Customer service
• Customer understanding
• Direct selling
• Identifying sales opportunities
• Oral communication
• 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

Employment equity note

• 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

What this role really means

A role like this usually means building relationships with customers and helping them choose financial solutions that suit their needs. In practice, that can include asking the right questions, understanding what matters to each customer, presenting suitable options clearly, and building long-term trust. If you are applying, it helps to show that you are confident, customer-focused, and comfortable with a people-and-results-driven environment.

Application checklist

Make sure your application is complete before submitting.

• Updated CV
• Certified copy of South African ID if requested later in the process
• Grade 12 / NQF Level 4 qualification proof
• Clear contact details (phone + email)
• Any supporting sales, customer service, communication, or financial services exposure shown clearly on your CV
• Any additional documents requested on the application portal

Need help with CVs, certified copies, and application tips? Use our Resources & Guides Hub.

About the sponsor

Old Mutual is a pan-African financial services group. On its official site, the company says it offers a broad range of financial solutions to retail and corporate customers across multiple market segments, including savings and protection, investments, lending, and banking-related solutions. Visit the Old Mutual website and the Old Mutual careers page for more information.

Quick tips for this application

• Make your Grade 12 or equivalent qualification easy to identify near the top of your CV
• If you have sales, customer service, or relationship-building experience, mention that clearly
• Show that you are comfortable speaking to people and understanding their needs
• Highlight trustworthiness, communication, and a proactive attitude
• Keep your CV neat and professional, because this kind of role values presentation and confidence

Mistakes to avoid

• Submitting a generic CV that does not show customer-facing or sales readiness
• Leaving out your Grade 12 or equivalent qualification details
• Not showing communication or relationship-building ability clearly
• Ignoring the people-focused and advisory nature of the role
• Uploading incomplete or unreadable supporting documents
• Waiting too close to the closing date to apply

Scam warning (important)

Do not pay any fee to apply for this opportunity. Use only the official Old Mutual careers platform linked below, and be cautious of anyone asking for money, banking details, or “processing fees” outside the formal application process.

How this opportunity was verified

We used the official vacancy details for the Aspiring Financial Adviser position , including the location, education requirement, skills, competencies, and closing date, and paired that with Old Mutual’s official About page for the sponsor background.

For more information about how our posts are verified, please visit our How we verify listings page.

How to apply

1. Open the official vacancy page using the button below.
2. Read the requirements carefully and confirm that your profile fits the role.
3. Prepare your CV and supporting documents.
4. Complete your application through the official Old Mutual careers platform.
5. Submit your application before 29 April 2026.