Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
Old Mutual South Africa
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 Proven computer literacy Excellent communication skills (written and verbal) Sound planning and organising abilities Ability to collate, analyse and synthesize information Entrepreneurial mindset Sound business acumen Grit, resilience and tenacity Excellent listening skills with the ability to translate customer engagements into sales. 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 NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 29 June 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. #J-18808-Ljbffr Old Mutual South Africa
- ...champion our customers to achieve their lifetime goals by identifying financial needs, providing sound advice, recommending and implementing... ...Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 29 June...Suggested
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- Old Mutual South Africa in Newcastle, California is looking for a Financial Adviser with at least 12 months of experience in financial services. Candidates must have Matric or equivalent, and completion of Long-term Insurance Class of Business requirements is essential...Suggested
- ...have a passionate entrepreneurial spirit to champion our valued customers and help them achieve lifetime goals by identifying their financial needs, providing sound advice, and implementing fit‑for‑purpose financial plans and solutions. Skills Building Trust...Suggested
£250k per year
...range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading,... ...Diploma in Regulated Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or...SuggestedPermanent employmentFull timeWork at officeLocal areaWork from homeTrial periodFlexible hours3 days per week- ...Mutual South Africa is seeking a dedicated professional to help champion customers in achieving their lifetime goals by identifying financial needs and providing tailored advice. Responsibilities include procuring new business, expanding sales of products, and working...
- A financial services company is seeking dynamic and self-motivated individuals to help customers achieve their financial goals. The role... ...Level 4 - Grade 12 is required. This position is located in Newcastle, California, and has a closing date of 29 June 2026. #J-18808-...Traineeship
$20 - $23 per hour
...listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly... ...businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000...Hourly payLocal areaRelocation package- ...Rose is looking for an experienced Paraplanner to join their financial planning firm in Newcastle. This role involves preparing suitability reports, conducting research on financial products, and assisting advisers. The ideal candidate will have a diploma or be working...Flexible hours
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...working with a well‑established and growing financial planning firm looking to add an... ...environment. You'll work closely with Financial Advisers and support staff to deliver high‑... ...Job details Job Ref: 90467 Location: Newcastle, Tyne and Wear Salary: £35,000 - £40,00...Permanent employmentWork at officeFlexible hours- Old Mutual South Africa seeks a Part-time Financial Adviser in Newcastle, California. This role allows individuals to retain their current job while supplementing their income by providing financial advice. Candidates must have a Grade 12 qualification, excellent communication...Part time
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...confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc... ...stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services....Night shift$20.09 - $20.59 per hour
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...confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc... ...and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services....Night shift- ...based on performance Competitive salary Opportunity for advancement Paid time off Training & development Overview: Are... ...someone who enjoys building relationships, helping customers reach financial goals, and creating a great client experience? Our agency is...Hourly payFull timePart timeWork at officeMonday to FridayWeekday work
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$20 - $23 per hour
Tri Counties Bank is seeking a Personal Banker in Auburn, California, to build customer relationships and assist with financial services. The role involves managing daily customer interactions, promoting banking products, and maintaining sales records. Candidates should...Hourly payRelocation package- ...seeking an experienced and detail-oriented Mortgage Loan Processor to support our Central Processing & Training Team in managing and advancing residential mortgage loan files from initial application through underwriting, closing, and funding. This role ensures loan...Work at officeRemote work
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...supportive work environment. Career Growth: Clear paths for career advancement and internal promotions. Work-Life Balance: Encouraging a... ...helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing...Hourly payRemote workFlexible hours- ...backgrounds who collaborate to provide the very best evidence-based care for our clients at all levels of care. Position Summary The Financial Counselor - Revenue Cycle Management (RCM) plays a critical role in supporting patients post admissions by helping them understand...Temporary workWork at office
- Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals... ...275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules. Candidates for...Local areaImmediate startRemote work
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Join to apply for the Financial Advisor — Career Transition Program role at MassMutual Northern California Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) What You’ll Be Doing Building and managing your own book of business with guidance...$150k - $165k
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Financial Advisor (Series 65) $150,000 - $165,000 Overview Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while building long‑term relationships and trust. Responsibilities Manage and...Local area- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and... ...§ 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for...Local areaImmediate startRemote workRelocation
- Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral‑based...
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Mohr Talent is seeking a Financial Advisor in Rocklin, California, with 10+ years in a client-facing advisory role. This position involves managing a portfolio, delivering tailored financial advice, and building long-term client relationships. Candidates must hold a Series...
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