Part-Time Financial Adviser

About this role

Old Mutual is hiring part-time financial advisers for its Pietermaritzburg, Greytown and Howick areas. This suits people who already have a job and want to earn extra income by giving financial advice on the side.

What you’ll do

• Give financial advice to clients while you keep your current job.
• Use your existing network and the market you already know to find new clients.
• Find sales opportunities and speak to prospects about their financial needs.
• Keep accurate sales records and manage client data on computer systems.
• Work with others to build good relationships with clients and stakeholders.

What you need

• Grade 12, or NQF Level 4 equivalent such as a school leaving certificate or a national or occupational certificate.
• DOFA (Demonstrable Operational Forensic Accounting) and fit and proper requirements.
• A valid driver’s licence and your own car.
• A clear criminal and credit check.
• Proven computer skills and comfort with digital tools.
• Strong written and spoken communication skills.
• Good planning, organising and analysis skills.
• A sales mindset, business sense and an entrepreneurial attitude.
• Persistence and resilience to keep going when things are hard.

Is this job for you?

This role suits you if you have a current job, want to add to your income, and enjoy talking to people about money and planning. You should be comfortable with sales and happy to work independently with your own car.

Tips before you apply

• Have your matric or Grade 12 certificate, ID and driver’s licence ready to upload.
• Show any sales, client service or networking results on your CV, with clear numbers where you can.
• Explain how you plan to fit the role around your current job, so the employer sees you are realistic about your time.