Financial Adviser (Old Mutual Tied Practice) | Remote, South Africa
Sentinel Risk & Wealth · Remote, nationwide · Remote
Overview
Sentinel Risk & Wealth, an Old Mutual aligned practice, is hiring an experienced, licensed Financial Adviser to work remotely from anywhere in South Africa. You will guide clients on risk, investment and retirement planning while building your own client book with full practice support. Earn a R25,000 monthly basic for the first two months, then move to a commission split starting at 80/20. This is a solid fit for a self driven adviser who wants structure, brand backing and long term client relationships.
About the role
Sentinel Risk & Wealth is an Old Mutual aligned financial advisory practice that helps individuals and families with risk, investment and retirement planning. As a tied adviser, you will work within a structured, supported practice that backs your growth and compliance while you build lasting client relationships.
What you will be doing:
- Meeting new and existing clients in person or virtually to understand their needs, goals and financial position
- Conducting needs analyses and recommending suitable Old Mutual solutions in line with FAIS and TCF principles
- Preparing and presenting clear, compliant advice records and quotations
- Building and managing your own book of clients through ongoing reviews and service
- Generating new business through referrals, networking and the practice's marketing
- Keeping complete, accurate client records and adhering to all compliance requirements
- Working with practice colleagues and specialists to deliver an excellent client experience
You will work remotely from anywhere in South Africa, with marketing support to help you grow your client base and access to specialists in risk, investments, business assurance and legal to help you close cases.
Requirements
- Valid FAIS registration and RE5, with applicable product category approvals
- Fit and proper status under FAIS, including current regulatory exam and CPD requirements
- Proven experience as a financial adviser
- Clean criminal record and a good credit record (checks will be conducted)
- Matric or equivalent; a relevant NQF qualification such as Wealth Management, Financial Planning or CFP is advantageous
- Excellent communication, planning and client service skills
- Self motivated and comfortable working remotely from anywhere in South Africa
Responsibilities
- Meet with new and existing clients in person or virtually to understand their needs, goals and financial position
- Conduct needs analyses and recommend suitable Old Mutual solutions in line with FAIS and TCF principles
- Prepare and present clear, compliant advice records and quotations
- Build and manage a book of clients through ongoing reviews and service
- Generate new business through referrals, networking and the practice's marketing
- Keep complete, accurate client records and adhere to all compliance requirements
- Collaborate with practice colleagues and specialists to deliver an excellent client experience
Benefits
Opportunity to practise under the Old Mutual brand within an established advisory practice, fully remote work from anywhere in South Africa, marketing support to grow your client base, access to specialists in risk, investments, business assurance and legal, R25,000 per month basic for the first 2 months (potential to increase up to R100,000 per month based on production), then commission based structure starting at 80/20 split depending on experience
Job details
- Organisation
- Sentinel Risk & Wealth
- Location
- Remote, nationwide (Remote)
- Job type
- Full time
- Work arrangement
- Remote
- Experience level
- Mid
- Education
- Matric
- Salary
- R25k to R100k / monthly
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This role puts you under the Old Mutual banner without the corporate red tape because you will be part of a smaller practice. Make sure your CV clearly shows your RE5 and FAIS status plus any product category approvals, as these are non negotiable for a tied adviser. Think about what you can say in an interview about how you build trust with clients over time, since the practice is looking for someone who wants long term relationships rather than quick sales. The basic salary only lasts two months, so be ready to ask smart questions about the commission split, lead support and what production levels look like. You will also need a clean credit and criminal record. Check sentinelwealth.co.za before you apply so you can speak confidently about their work.
How we help you prepare
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