Old Mutual Finance & Insurance

Don't Miss Out: Financial Planner at Old Mutual

Free State Beginner Level R 10 000 – R 16 957 p/m Closes: 12 Apr 2026 0 views
Financial Planner job at Old Mutual in Free State

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Job Overview

Old Mutual has an exciting opportunity for a beginner Financial Planner to join their team in Free State. This position offers a competitive salary of R 10 000 – R 16 957 p/m per month.

CompanyOld Mutual
PositionFinancial Planner
Available Posts1
LocationFree State
LevelBeginner
Experience Required0 years
Salary RangeR 10 000 – R 16 957 p/m
Closing Date12 Apr 2026 (4 days left)

About Old Mutual

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

About the Position

This is an exciting opportunity for a Financial Planner to join Old Mutual's dynamic team. Insurance Underwriter and similar professionals are invited to apply. The role is based in Free State and is open to candidates with a minimum of 0 year(s) of relevant experience.

The successful candidate will be expected to work collaboratively within a multidisciplinary team and contribute to the organisation's strategic goals. Old Mutual offers a professional working environment, competitive benefits, and opportunities for career advancement.

Eligibility Criteria

The following eligibility requirements are mandatory for all applicants.

  • Ability to manage multiple priorities simultaneously
  • Postgraduate qualification will be advantageous
  • Must have own reliable transport
  • Relevant safety certifications (SAMTRAC/OHSAS advantageous)
  • Excellent communication skills

Required Documents

The following documents are required as part of the application process.

  • Certified copies of all relevant qualifications
  • Updated CV (maximum 3-5 pages)
  • Certified copy of Matric certificate
  • Certified copy of ID document or passport
  • Cover letter or motivation letter

Key Responsibilities

Key responsibilities include:

  • Advise clients on suitable financial solutions
  • Manage client relationships and retention
  • Prepare actuarial valuations and reports
  • Process and settle insurance claims efficiently
  • Liaise with re-insurers and brokers

Required Skills

We are looking for someone with the following technical and soft skills:

  • Claims processing
  • Actuarial modelling
  • Regulatory compliance
  • Financial planning
  • Excel & data analysis

Ready to Apply?

Submit your application via the official careers website listed below before the closing date. Ensure all documents are in PDF format and clearly labelled. Incomplete applications will not be accepted. Correspondence will only be conducted with short-listed candidates.

⚠ Important Note: ⚠ Please note: This position is subject to background verification checks, including criminal record, credit history, and qualification verification. False information provided during the application process will result in immediate disqualification.

Frequently Asked Questions

Unfortunately, due to the high volume of applications received, only shortlisted candidates will be contacted.
This depends on the position and company policy. It is best to clarify during the interview process.
Bring certified copies of all qualifications, your ID, your CV, and any portfolios or references required.
Smart-casual or formal business attire is recommended for all interviews unless otherwise stated.

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Written by Sarah Mokoena

Career journalist and HR specialist with 8 years of experience in the South African job market.

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