Commissioned Financial Adviser 2026 Applications Open in Mthatha and Surrounds

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A full-time Commissioned Financial Adviser opportunity is available across Mthatha and surrounding areas, including Lusikisiki, Bizana, Mount Frere and Mqanduli. The role focuses on helping customers identify their financial needs and providing suitable financial advice and solutions.

Applicants should have an NQF Level 5 Higher, Advanced or Occupational Certificate or an equivalent qualification. The position also requires strong customer service, sales, communication and relationship-building skills.

QUICK FACTS

  • Closing Date: 30 October 2026 at 23:59
  • Location: Mthatha, Lusikisiki, Bizana, Mount Frere and Mqanduli
  • Minimum Requirements: NQF Level 5 Higher, Advanced or Occupational Certificate or equivalent

ABOUT THE OPPORTUNITY

The Commissioned Financial Adviser role is a full-time position focused on providing financial advice and suitable financial plans and solutions to customers.

The successful candidate will identify customers’ financial needs, provide sound financial advice, recommend and implement appropriate financial solutions, and work on securing new business.

The role also involves expanding sales of products and services among existing customers, with advisers working mainly on their own leads.

WHO SHOULD APPLY

Applicants should have:

  • An NQF Level 5 Higher, Advanced or Occupational Certificate or equivalent qualification.
  • Customer-focused and customer service skills.
  • Consultative, direct and strategic selling skills.
  • The ability to identify sales opportunities and qualify prospects.
  • Strong oral communication skills.
  • The ability to build trust and strengthen customer relationships.
  • Skills in asking probing questions and understanding customer needs.
  • Sales data management and sales software skills.
  • The ability to work in an action-oriented and results-focused manner.
  • The ability to build networks, collaborate and communicate effectively.
  • The ability to balance stakeholder needs and ensure accountability.

PROGRAMME / JOB BENEFITS

The source indicates that the opportunity offers:

  • Full-time employment.
  • Experience in financial advice and customer-focused sales.
  • Exposure to identifying financial needs and recommending financial solutions.
  • Opportunities to build and strengthen customer relationships.
  • Experience in procuring new business and expanding sales with existing customers.
  • The opportunity to develop a career as a financial adviser.

WHAT YOU WILL GAIN

This opportunity can help you gain experience in:

  • Identifying customer financial needs.
  • Providing financial advice and recommending suitable solutions.
  • Consultative and direct selling.
  • Identifying and qualifying sales opportunities.
  • Building trust and customer relationships.
  • Managing sales data and using sales software.
  • Procuring new business and expanding existing customer sales.
  • Working independently and managing your own leads.
  • Working in a customer-focused financial services environment.

KEY DUTIES / RESPONSIBILITIES

  • Champion customers in achieving their lifetime goals by identifying their financial needs.
  • Provide sound financial advice to customers.
  • Recommend and implement fit-for-purpose financial plans and solutions.
  • Procure new business.
  • Expand sales of products and services with existing customers.
  • Work mainly on own leads.

LOCATIONS AND REFERENCE NUMBERS

Mthatha and Surrounds

  • Mthatha, Lusikisiki, Bizana, Mount Frere and Mqanduli — Ref No. JR-82962

HOW TO APPLY

  1. Review the requirements for the Commissioned Financial Adviser position.
  2. Ensure that you meet the NQF Level 5 qualification requirement or have an equivalent qualification.
  3. Prepare your application and supporting information as required on the employer’s application platform.
  4. Apply for the Commissioned Financial Adviser (Mthatha and Surrounds) position using Reference No. JR-82962.
  5. Select the applicable location from Mthatha, Lusikisiki, Bizana, Mount Frere or Mqanduli where required.
  6. Submit your application before 30 October 2026 at 23:59.

IMPORTANT NOTES

  • 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.
  • The position is listed as full time.
  • The job requisition ID is JR-82962.
  • The closing date is 30 October 2026 at 23:59.

FINAL WORD

If you meet the qualification and skills requirements, you can apply for the Commissioned Financial Adviser opportunity in Mthatha and surrounding locations. Make sure you use reference JR-82962 and submit your application before 30 October 2026 at 23:59.