Old Mutual Financial Advisor Vacancies 2026 Open for Financial Consultant Applications in Johannesburg

If you are looking to build a rewarding career in financial services, this latest opportunity in Johannesburg could be the ideal next step. Old Mutual is inviting applications for the position of OMF Financial Consultant based at Carlton Centre. This full-time role is designed for motivated individuals who enjoy working with people, providing financial guidance, and helping customers achieve their financial goals.

The financial services industry continues to create career opportunities for candidates with strong communication skills, customer service experience, and a passion for sales. Whether you are entering the workforce with a Grade 12 qualification or already have experience in financial services, this position offers the opportunity to grow within one of South Africa’s well-established financial institutions.

Many job seekers searching for Old Mutual Financial Advisor vacancies 2026 are looking for positions that combine career growth, professional development, and the opportunity to earn through performance. This Financial Consultant role offers exactly that by placing employees in an environment focused on customer success and business growth.

Stay Connected:
Follow VisionSoul on social media and join our WhatsApp channel for the latest updates.

Financial Consultant Position Overview

Position: OMF Financial Consultant

Location: Carlton Centre, Johannesburg

Employment Type: Full-Time

Reference Number: JR-82153

Closing Date: 09 August 2026

This opportunity is suitable for individuals who enjoy engaging with customers, understanding their financial needs, and recommending appropriate financial solutions. The successful candidate will become part of a team committed to delivering professional service while building long-term relationships with clients.

About the Opportunity

Financial consultants play an important role in helping individuals and families make informed financial decisions. They work directly with clients to understand their personal goals and recommend products that may assist them in protecting their future or achieving financial stability.

In this position, you will represent the company’s commitment to customer service by providing reliable information, maintaining professional relationships, and ensuring every customer receives quality assistance throughout their journey.

The role is performance-focused, meaning individual effort, commitment, and customer engagement contribute significantly to success.

Main Responsibilities

The successful candidate will be expected to perform a variety of duties that support customer satisfaction and business growth.

Daily responsibilities include:

• Assisting customers with general enquiries.
• Providing professional customer service.
• Understanding customer financial requirements.
• Conducting customer interviews using approved sales processes.
• Recommending suitable financial products.

• Building relationships with new and existing clients.
• Following up with customers after consultations.
• Maintaining accurate customer information within company systems.
• Recording interactions and agreed follow-up actions.

• Identifying new business opportunities.
• Generating referrals through satisfied customers.
• Growing a network of prospective clients.
• Participating in business development initiatives.
• Ensuring compliance with company policies and financial regulations.

• Responding to customer concerns professionally.
• Supporting sales campaigns and marketing initiatives.
• Capturing and updating information accurately.
• Working collaboratively with colleagues to achieve business objectives.

What Makes This Role Attractive?

Working as a Financial Consultant provides exposure to one of South Africa’s most important industries. Employees have the opportunity to interact with diverse customers while developing valuable professional skills.

Some of the benefits include:

• Opportunity to develop a long-term financial services career.
• Exposure to professional sales and advisory practices.
• Continuous learning and workplace development.
• Building valuable customer relationship skills.

• Experience within a respected financial institution.
• Opportunities to grow through performance.
• Exposure to modern customer relationship management systems.
• Practical experience in financial product solutions.

Individuals who enjoy solving problems, communicating with customers, and working towards personal targets are likely to thrive in this environment.

Required Qualification

Applicants should have:

• Grade 12 (National Senior Certificate) or an equivalent NQF Level 4 qualification.

Additional qualifications in business, finance, customer service, or sales may be advantageous but are not specifically required for this position.

Essential Skills

Successful Financial Consultants typically demonstrate:

• Excellent communication skills.
• Professional customer service.
• Strong listening ability.
• Confidence when speaking with clients.
• Relationship-building skills.
• Good organisational ability.
• Time management.

• Computer literacy.
• Accurate data capturing.
• Problem-solving skills.
• Professional presentation.
• Attention to detail.
• Ability to work independently.
• Teamwork.
• Ethical conduct.

Key Competencies

The organisation is looking for candidates who demonstrate:

• Customer focus.
• Accountability.
• Integrity.
• Effective communication.
• Stakeholder management.
• Networking ability.
• Professional judgement.
• Trustworthiness.
• Adaptability.
• Ability to manage changing priorities.

These competencies contribute to delivering excellent customer experiences while supporting business objectives.

A Typical Day as a Financial Consultant

Every working day brings new customer interactions. Some customers may require advice on financial products, while others may need assistance updating their personal information or understanding available solutions.

You may begin your day by reviewing appointments, following up with prospective clients, contacting existing customers, updating CRM records, attending team meetings, and preparing recommendations for scheduled consultations.

Throughout the day you will engage with customers, answer questions, identify opportunities, and assist clients in making informed financial decisions.

No two days are exactly the same, making this career suitable for individuals who enjoy variety and continuous interaction with people.

Why Customer Relationships Matter

Strong customer relationships remain at the centre of every successful financial services career.

Customers value professionals who:

• Listen carefully.
• Explain products clearly.
• Respect confidentiality.
• Respond promptly.
• Provide honest guidance.
• Maintain professionalism.

Building trust often results in repeat business, referrals, and long-term customer loyalty.

Business Development Responsibilities

Financial Consultants are expected to contribute towards business growth by identifying potential customers and expanding professional networks.

Business development may include:

• Contacting prospective clients.
• Following referral opportunities.
• Participating in networking activities.
• Building community relationships.
• Maintaining communication with existing customers.
• Identifying opportunities for future engagement.

Developing these skills can significantly enhance long-term career prospects.

Compliance and Professional Standards

Financial services operate within regulated environments where professionalism and compliance are essential.

Employees are expected to:

• Follow company procedures.
• Maintain customer confidentiality.
• Capture accurate information.
• Comply with regulatory requirements.
• Apply ethical business practices.
• Maintain professional records.

Attention to compliance protects both customers and the organisation.

Career Growth Opportunities

Many professionals begin their journey in entry-level or consultant positions before progressing into senior advisory, management, specialist, or leadership roles.

Experience gained in customer service, sales, compliance, and financial product knowledge can open doors to broader career opportunities across the financial services sector.

Candidates searching for Old Mutual Financial Advisor vacancies 2026 often look beyond a single position and focus on employers that invest in employee development. Roles like this provide practical workplace experience that can strengthen your professional profile for future advancement.

Tips for a Strong Application

To improve your chances of success:

• Ensure your CV is updated.
• Highlight customer service achievements.
• Include relevant sales experience.
• Mention communication skills.
• Demonstrate computer literacy.
• Emphasise teamwork.
• Showcase problem-solving ability.

• Explain any experience working with customers.
• Check your application for spelling and accuracy.
• Submit your application before the closing date.

A professional application creates a positive first impression and demonstrates attention to detail.

Why Johannesburg Is an Excellent Place to Build Your Career

Johannesburg remains one of South Africa’s leading economic centres, offering diverse employment opportunities across banking, insurance, financial services, retail, and technology.

Working in the city allows professionals to gain valuable experience, expand their professional networks, and develop skills that are recognised across the country.

The Carlton Centre location places employees within one of Johannesburg’s well-known business districts, providing access to a dynamic working environment.

How To Apply – Application Closing Date

Submit your full application at the official Old Mutual Career website portal – APPLY!

Applications for this opportunity close on 09 August 2026 at 23:59.

Candidates are encouraged to prepare their documents early and submit complete applications before the deadline to avoid missing this opportunity.

Eskom is Hiring General Administration Clerks

South African National Blood Service- Document and Record Administrator vacancies

Gauteng Department of Health is hiring 15x Administrative Clerks

University of Johannesburg- Administrative Assistants

Clover is hiring Administrative ClerksTiger Brands is hiring Production Clerks

Frequently Asked Questions

1. What qualification is required for this Financial Consultant position?

Applicants should have a Grade 12 qualification or an equivalent NQF Level 4 certificate.

2. Where is the job located?

The position is based at Carlton Centre in Johannesburg, Gauteng.

3. Is this a permanent full-time position?

The advert states that this is a full-time opportunity.

4. What type of work will I perform?

You will assist customers, build client relationships, identify sales opportunities, maintain customer records, support business development, and provide financial product guidance.

5. When is the application closing date?

Applications close on 09 August 2026 at 23:59.

Final Thoughts

This Financial Consultant opportunity offers motivated job seekers the chance to establish themselves within South Africa’s financial services sector. The position combines customer engagement, relationship building, business development, and professional growth in a dynamic workplace.

If you enjoy helping people, communicating effectively, and achieving meaningful results through your own efforts, this could be an excellent career opportunity. Ensure your application is complete, accurately reflects your skills and experience, and is submitted before the advertised closing date to maximise your chances of being considered.

Stay Connected:
Follow VisionSoul on social media and join our WhatsApp channel for the latest updates.