Financial Consultant

Old Mutual

The OMF Financial Consultant role provides a foundational experience in finance with a focus on customer service. It's a good starting point for new entrants into the industry.

Last checked on May 16, 2026. We may earn a commission when you click through.

A solid opportunity for those looking to start their career in finance, though it may lack the complexity some candidates seek.

✓ Direct customer interaction ✓ Opportunities for personal accountability ✓ Supportive team environment

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Financial Consultant

Old Mutual

Updated 1 month ago

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Port Shepstone On-site Full–Time

A solid opportunity for those looking to start their career in finance, though it may lack the complexity some candidates seek.

About this role

The OMF Financial Consultant role provides a foundational experience in finance with a focus on customer service. It's a good starting point for new entrants into the industry.

About the Company

Old Mutual is a well-established financial services provider in South Africa, offering a range of insurance, investment, and banking services.

Key Highlights

✓ Customer service and relationship management
✓ Compliance assessment for routine inquiries
✓ Accurate CRM data management
✓ Handling of simple inquiries and visitor reception

💡 Honest Take: This role suits individuals who thrive in customer-facing environments and are keen to grow in the financial sector.

Pros

✓ Direct customer interaction
✓ Opportunities for personal accountability
✓ Supportive team environment
✓ Potential for career growth within the company

Cons

✗ Limited scope for advanced financial advice
✗ May involve repetitive tasks
✗ Onsite work may not suit everyone
✗ Entry-level pay may not attract seasoned professionals

Best For: Perfect for individuals who enjoy helping others and want to develop their career in a stable company.

Watch Out: Consider the potential for limited career advancement if seeking more challenging financial roles.

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What Customers Say

Feedback from employees highlights a supportive work culture but mentions that the role can be quite basic and repetitive.

Expert Review

This position as an OMF Financial Consultant in Port Shepstone offers a hands-on approach to customer service within the finance sector. The role requires strong interpersonal skills as you will be assisting clients with inquiries and managing CRM data effectively.

Unlike more specialised financial roles, this position is ideal for those starting their career. It provides a solid foundation in customer relationship management while handling straightforward customer requests and providing information to visitors.

While the position allows for personal accountability, be aware that the tasks can become repetitive over time. It may not attract seasoned professionals looking for complex financial challenges. The onsite nature of the job may also deter those preferring remote flexibility.

For those keen to gain experience in a reputable firm, Old Mutual's consultancy role is a great entry point. According to the company's page, it focuses on delivering quality customer service, which is crucial in building a successful career in finance.