72 Old Mutual jobs in Cape Town

We’re Hiring: Financial Advisors!

Earn a basic allowance + commission while helping people reach their financial goals!

What’s in it for you?

• Basic allowance to get you started
• Unlimited earning potential with commission
• Full training & support provided
• No Previous Experience Required

If you’re driven, goal-oriented, and ready to grow, we want YOU!

Apply now and build your future while helping others build theirs.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals increase your chances of interviewing at Structured Wealth Solutions by 2x

Location: Cape Town, Western Cape, South Africa

Cape Town – Atlantic Seaboard Only

Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered , client-first , and entrepreneurially minded company that values integrity, results, and innovation?

Metafin , a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town! If you’re ready to plug into a high-performance ecosystem that supports your goals with cutting-edge digital tools, AI automation, and structured growth opportunities—this is the opportunity for you.

As a Metafin Financial Advisor, you will:

• Build and nurture long-term relationships with clients based on transparency and trust.
• Offer tailored financial advice and recommend Shariah-compliant and conventional financial solutions aligned with client goals.
• Use our AI-driven advisor app to track leads, manage performance, automate reporting, and stay on top of your business metrics.
• Stay up to date on product knowledge, regulatory requirements, and financial trends.
• Engage in regular client reviews, goal assessments, and portfolio adjustments.

To thrive in this role, you should have:

• Matric + RE5 certification (NQF 5 with 120 credits is preferred)
• Minimum 2 years of experience in financial services or sales
• Be based in Cape Town (Atlantic Seaboard area)
• ️ Clear credit and criminal records
• Consistent minimum earnings of no less than R15,000 to be considered in the interview process.
• A growth mindset and a willingness to learn and lead in a digital-first environment

At Metafin, your success is our priority. Here's what we offer:

• Training allowance to support you as you ramp up
• Full benefits: medical aid, retirement annuity, group life cover
• Access to AI-powered admin tools and a digital advisor ecosystem to streamline your workflow
• Local and international conventions for top performers
• Commission structure up to 100% , tailored to your track record and portfolio
• Ongoing training, mentorship, and leadership opportunities

Metafin is not just another BlueStar business—we’re a forward-thinking, digitally enabled financial advisory firm that believes in building real wealth, real impact, and real careers.

With innovation at our core, we support our advisors through automation , strategic mentorship , and a client-first approach that helps you grow faster and serve better.

Please note: Direct messages, calls, or emails will not be considered.

All applications must be submitted via our official platform below:

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

We’re Hiring: Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started Unlimited earning potential with commission Full training & support provided No previous experience required If you’re driven, goal-oriented, and ready to grow, we want YOU! Apply now and build your future while helping others build theirs.

Join to apply for the Advancing Financial Advisor role at Old Mutual South Africa

Overview

Advancing Financial Advisor role with Old Mutual South Africa. This position requires a combination of financial services knowledge, advisory skills, and customer-focused selling abilities.

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

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

Closing Date

16 October 2025, 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.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Sign in to set job alerts for “Financial Advisor” roles.

TheFinancial Advisor – Investments is responsible for providing expert investment advice and financial planning services to clients. This includes assessing clients’ financial goals and risk profiles, developing tailored investment strategies, and maintaining long-term advisory relationships. The Advisor must operate within the framework of the Financial Advisory and Intermediary Services (FAIS) Act and FSP compliance guidelines.The role is sales- and relationship-driven and requires deep product knowledge, client engagement skills, and strict adherence to compliance standards.

Key Responsibilities:

1. Investment Advisory & Client Consultation

• Conduct in-depth needs analyses and gather comprehensive client financial data.
• Provide appropriate investment advice aligned with the client’s goals, risk tolerance, and time horizon.
• Prepare financial plans and investment proposals using approved tools and platforms.
• Regularly review client portfolios and recommend adjustments based on market changes or life events.

2. Sales & Business Development

• Source and grow a client base through referrals, networking, cold calling, and marketing initiatives.
• Achieve individual sales targets and contribute to overall business objectives.
• Promote investment products including unit trusts, retirement annuities, tax-free savings, endowments, and discretionary investments.
• Attend prospecting events, investment seminars, and client functions where required.

3. Client Relationship Management

• Build and maintain long-term relationships with clients based on trust, service excellence, and consistent performance.
• Deliver ongoing communication and portfolio reviews to existing clients.
• Offer holistic financial planning by collaborating with internal specialists (tax, risk, estate planning) where applicable.
• Handle client queries and changes to investment accounts efficiently and professionally.

4. Regulatory Compliance & Record-Keeping

• Ensure full compliance with FAIS, FICA, and internal FSP policies and procedures.
• Complete and maintain accurate records of all advice provided, including signed Record of Advice (RoA), Risk Profile Assessment, and needs analysis documentation.
• Submit all compliance documents and reports to the relevant departments as required.
• Remain up to date with changes in legislation, markets, and product offerings.

5. Continuous Professional Development

• Meet all CPD (Continuous Professional Development) requirements as per FSCA guidelines.
• Attend training sessions, product launches, and regulatory updates as required.
• Remain current with financial markets, economic trends, and industry developments.

Required Skills and Competencies:

• Strong knowledge of investment products and financial planning principles.
• Excellent interpersonal and communication skills (verbal & written).
• Sales-oriented with the ability to close deals and build trust.
• Proficient in financial needs analysis, portfolio construction, and compliance procedures.
• High levels of integrity, professionalism, and confidentiality.
• Goal-driven, independent, and motivated.

Minimum Qualifications & Requirements:

• Matric (Grade 12) – Required.
• RE5 Certificate – Advantageous and should be obtained within 2 years of DOFA.
• Class of Business – Investments – Completed or in progress.
• NQF Level 5/6 in Wealth Management or related field – Advantageous.
• FSCA Registration as a Representative under an FSP – Required.
• Minimum of 2–5 years’ experience in financial advisory or investment sales.
• Valid driver’s license and reliable vehicle (if required for travel).

KPIs and Performance Metrics:

• Monthly and quarterly investment sales targets achieved.
• New clients onboarded and retained.
• Client satisfaction and engagement feedback.
• Compliance audit pass rate.
• Conversion rates of leads to appointments and deals.
• Timely submission of advice records and documentation.

Overview

Join to apply for the Aspiring Financial Advisor role at Old Mutual South Africa .

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• Identify clients' financial needs and provide tailored financial advice
• Recommend and implement fit-for-purpose financial plans and solutions
• Engage with customers to support their lifetime goals

• Bachelors Degree (B) or High School (Grade 12) required

Closing Date: 19 October 2025, 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.

• Seniority level: Internship
• Employment type: Full-time
• Job function: Finance and Sales

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.

• Regional Head and All Advisors /Assistants within region/office
• External clients

• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma in financial planning with board exam or in the process of acquiring it
• RE exams
• Class of business and product training
• CPD points – continuous and registration FPI
• All regulatory and legislative training
• Active engagement/attendance of all internal training
• Pro-active self-study of all training/information/practice notes
• Identifying and facilitating any personal development and or “soft skills” required

• Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration
• Shared responsibility between supervisor and supervisee

• Aptitude for figures
• Writing skills
• Influencing skills
• Conceptual thinking skills
• Interpersonal understanding
• Good presentation skills
• Effective stress management
• Multi-focused – Planning and Management
• Output driven mind-set with strong communication skills

• General knowledge of financial markets
• Knowledge of insurance and investment products
• Thorough understanding and knowledge of global economy, financial and investment markets
• Knowledge on investment and financial planning
• Good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates

• Client and service oriented
• Affable character
• Integrity
• Adaptable and flexible to change
• Detail orientated
• Effective interaction abilities
• Quick thinker
• Mature
• Confident
• Well presented
• Sensitivity to the clients
• High sense of duty and loyalty
• Wide range of interests
• Self-Starter
• High levels of accountability

• High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers.

• Building trusting relationships with new and prospective clients
• Strategic involvement and suggestions required to grow the business and setting of new benchmarks for the delivery of services to the existing client base.
• Identify new clients for the company and accepting a source target in the business. Initiate further referrals from existing clients
• Ensure constant business development – attract new business, leads and top-ups from existing clients.
• Provide a financial roadmap and investment solution
• Manage clients' wealth by effective advice and change implementation
• Initiate prospecting events to support business inflows by building quality relationships
• Attend bi-annual client meetings with clients

• Keep abreast of changes by attending training, networking conventions
• Submission of supervision reports if applicable

• Management of business practice management within the company, Management of Stats, Assistant, inflows, FICA and FAIS and internal relationships.
• Ensure clients are compliant to House view and adopt strategies to change implementation accordingly
• Support the planning and management practice with compliance and technical planning and management ability