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Experienced Financial Planner

Old Mutual Life Assurance Company

Other, Western Cape

Salary not listedFull-time · Posted Today

Driving jobs span delivery, courier, code 10 and code 14 truck driving. A valid licence and PrDP are usually the only entry requirements, making this one of the most accessible skilled trades in South Africa.

This listing does not state a salary. As a guide, driver roles in South Africa typically pay R7 000 to R18 000 a month (indicative).

Job description

Experienced Financial Planner – Build a High-Performance Practice

Location: Malmesbury
Company: Old Mutual South Africa

This Role Is Not for Beginners. It’s for Producers.

Old Mutual is expanding — and we are looking for Financial Planners who are serious about growth, income, and building a scalable advisory practice.

If you have production behind your name, a client base you’ve worked hard to build, and the ambition to increase your earnings significantly — this opportunity is designed for you.

Minimum Non-Negotiable Requirements

  • Minimum 12 months’ experience as a Financial Adviser
  • RE5 completed
  • NQF Level 5 (minimum qualification)
  • COB completed
  • FIT & PROPER FAIS
  • Demonstrable production track record
  • Own vehicle and valid driver’s license
  • Clear credit and criminal record

Who This Is For

✔ Financial Planners currently capped in earnings
✔ Advisers wanting stronger product backing and brand credibility
✔ Producers ready to scale beyond survival mode
✔ Professionals with an existing client base or strong acquisition ability

What You’ll Do

  • Build and manage a high-value client portfolio
  • Deliver holistic financial planning (risk, investments, retirement, wealth)
  • Identify and close new business opportunities
  • Drive consistent monthly production targets
  • Create long-term embedded client relationships

This is a performance environment where output matters — and rewards follow results.

Remuneration & Incentives

  • R20,000 per month support package (first 3 months - negotiable)
  • Thereafter: Attractive, scaled commission structure with uncapped earning potential
  • Pension fund / Group Life benefits
  • Medical aid
  • Additional support for advisers bringing an existing client base
  • Incentives and recognition aligned to performance

High performers will thrive. Average performers will struggle.

Why Old Mutual?

  • Established, trusted brand
  • Competitive product suite across life, investment, and wealth
  • Strong compliance and operational infrastructure
  • Opportunity to build long-term enterprise value

If you are confident in your ability to produce, close, and grow — we want to speak to you.

Apply now and take control of your earning potential.

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.

Job Types: Full-time, Learnership

Pay: R20 000,00 - R35 000,00 per month

Education:

  • Certificate (Required)

Experience:

  • Financial Advisory: 2 years (Required)

License/Certification:

  • Drivers Licence (Required)

Work Location: Hybrid remote in Malmesbury, Western Cape

Good to know

What does this driver job pay?

This listing does not state a salary. As a guide, driver roles in South Africa typically pay R7 000 to R18 000 a month (indicative).

Do I need experience for driver jobs in Other?

This driver role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.

How do I apply for this job?

Tap "Apply on Indeed" to open the original listing, where you can read the full description and apply directly. JobsZA never charges you to apply, and you should never pay money to get a job.

Found on Indeed · Posted Today

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