MFC Salaried Financial Advisor

3 weeks ago


Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Newcastle time type Full time posted on Posted Yesterday job requisition id JR-54053

Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Provides advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets.
Works in specific allocated markets.
Works with a specific range of products.
Prospecting is limited.
Receives a base salary & bonuses - no commission.

Role Description Key / Performance Areas

Financial Advice

· Provides advice in line with the customer value proposition & compliance framework.

· Works in specific allocated markets.

· Works with a specific range of products.

Personal Effectiveness 

· Accountable for service delivery through own efforts. 

· Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 

· Makes increased contributions by broadening individual skills. 

· Collaborates effectively with others to achieve personal results. 

· Accepts and lives the company values.

Relationship Building

· Establish sound working relationships and maximises opportunities with prospective clients.

· Uses appropriate interpersonal and communication techniques to gain client acceptance.

Sales/ Productivity

· Develops, tracks & reviews business plan to meet individual performance targets.

· Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

· Grade 12 (Matric).

· Valid Driver’s licence and Own Car

· FAIS Compliance

· Clear criminal and credit check

· Minimum of 3 years working experience (preferably in sales)

· Computer literacy (MS Word, Powerpoint and Outlook)

· Excellent communication skills (written and verbal)

· Presentations skills an added advantage

Attributes / Competencies

· Client Focus 

· Decision Making 

· Planning & Organising

· Sales Ability

· Technical Knowledge

· Tenacity

Skills

Education

Closing Date

14 May 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story

Similar Jobs (5) MFC Salaried Financial Advisor locations Newcastle time type Full time posted on Posted 2 Days Ago MFC Salaried Financial Advisor locations Newcastle time type Full time posted on Posted 7 Days Ago MFC Salaried Financial Advisor locations Newcastle time type Full time posted on Posted 21 Days Ago

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

#J-18808-Ljbffr

  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Description Key / Performance Areas Financial Advice · Provides advice in line with the customer value proposition & compliance framework. · Works in specific allocated markets. · Works with a specific range of products. Personal Effectiveness · Accountable for service delivery through own efforts.  · Individually accountable for...


  • Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

    Aspiring Financial Advisor (JS Drakensberg) page is loaded Aspiring Financial Advisor (JS Drakensberg) Apply locations Newcastle time type Full time posted on Posted 30+ Days Ago job requisition id JR-50212 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. ...

  • Financial Advisor

    4 weeks ago


    Newcastle Upon Tyne, United Kingdom Premier Jobs UK Limited Full time

    In this employed, Financial Advisor job in Newcastle, you will takeover an existing client bank with around £150,000 recurring income. Your priority will be to takeover the ongoing financial planning and focus on achieving a high retention of clients. As a Financial Advisor, you should ensure clients continue to receive excellent financial planning...

  • Sales Advisor

    4 weeks ago


    Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time

    Switch Advisor Ltd is looking for a Sales Advisor to join our team! We are a local company that has been in business for over 30 years. We are looking for someone who wants to grow with the company. **Responsibilities**: - Generate new business by networking and promoting Switch Advisor Ltd services to existing customers - Educate customers on Switch...

  • Financial Advisor

    1 day ago


    Newcastle upon Tyne, United Kingdom The Benefact Group Full time

    **Working hours**:35 hours per week, Monday to Friday **Duration**:Permanent **Location**: Newcastle **About the role***: We are seeking a talented and motivated Financial Advisor to contribute to the growth and success of Lycetts. As a Financial Advisor, you will play a crucial role in expanding our client base, delivering exceptional client service, and...

  • Financial Advisor

    5 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Idex Full time

    IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team.Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the...


  • Newcastle upon Tyne, United Kingdom Financial Careers Ltd Full time

    Role Title: Self Employed Mortgage AdvisorJoin one of the fastest-growing mortgage brokerage firms in the UK as a self-employed mortgage advisor.Are you a high-performing mortgage advisor looking to maximize your revenue potential? Would you like to have a guaranteed payout when you retire or exit and become part of a top UK financial services firm?Our...

  • Complaints Advisor

    6 days ago


    Newcastle upon Tyne, United Kingdom CBSbutler Holdings Limited trading as CBSbutler Full time €16 - €20

    Finance and Payments Advisor +Customer service experience within Banking Industry +Complaints handling experience +Ability to update databases Our client has a long-established partnership with a Major UK High Street Bank, where they manage their personal lending business. We provide support to customers and colleagues, contacting us with financial...

  • Complaints Advisor

    1 week ago


    Newcastle upon Tyne, United Kingdom CBSbutler Holdings Limited trading as CBSbutler Full time €16 - €20

    Finance and Payments Advisor +Customer service experience within Banking Industry +Complaints handling experience +Ability to update databases Our client has a long-established partnership with a Major UK High Street Bank, where they manage their personal lending business. We provide support to customers and colleagues, contacting us with financial...

  • Complaints Advisor

    2 days ago


    Newcastle upon Tyne, United Kingdom CBS Butler Full time

    Finance and Payments Advisor +Customer service experience within Banking Industry +Complaints handling experience +Ability to update databases Our client has a long-established partnership with a Major UK High Street Bank, where they manage their personal lending business. We provide support to customers and colleagues, contacting us with financial...


  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor 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...


  • Newcastle upon Tyne, United Kingdom MB Fitzgerald Full time

    **Financial Planning Administrator - Newcastle - Salary to £26,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Newcastle. The organisation is well established,...

  • Marketing Assistant

    1 month ago


    Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time

    Calling All Ambitious Marketing Graduates! Join Our Team and Unleash Your Competitive Drive in Newcastle! We're looking for a dynamic and competitive individual to be part of our innovative marketing team. If you're ready to launch your career and make your mark, this opportunity is for you! **About Us**: At Switch Advisor, we're not just a company; we're...


  • Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

    Commissioned Financial Advisor (JS Drakensberg) page is loaded Commissioned Financial Advisor (JS Drakensberg) Apply locations Newcastle time type Full time posted on Posted Yesterday job requisition id JR-50215 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. ...


  • Newcastle Upon Tyne, United Kingdom eFinancialCareers Full time

    Our client, a leading investment and asset management business, is recruiting for Personal Wealth Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organicgrowth and development across its employee base. As a Personal Wealth Advisor, you will be employed by...


  • Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Trust Advisor

    1 week ago


    Newcastle upon Tyne, United Kingdom Catalyst Full time

    Our client is an established firm of chartered accountants and tax advisors. They advise both UK corporates and individuals on bespoke tax solutions and provide tax dispute resolution services & professional trustee services. The firm now seeks to appoint a Trust Advisor to manage and develop an existing portfolio of trusts. As Trust Advisor, you will: -...


  • Newcastle Upon Tyne, United Kingdom eFinancialCareers Full time

    Our client, a leading investment and asset management business, is recruiting for Financial Planning Directors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoingorganic growth and development across its employee base. As a Financial Planning Director, you will be...


  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor 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...

  • Mortgage Advisor

    2 weeks ago


    Newcastle upon Tyne, United Kingdom NRG Resourcing Ltd Full time

    £30k Salary & 40% Commission - All leads provided - Administrative support - Remote working!You'll need to be local to Newcastle upon Tyne and be an experienced CeMap qualified Mortgage Advisor...The Mortgage Advisor RoleAs a Mortgage Advisor for the Brokerage, you will be working remotely but will need to be local to Newcastle upon Tyne, you'll be provided...