Job Description
Join Old Mutual's Personal Financial Advice Team as a Development Coach - Shape the Future of Financial Advice!
Are you a high-energy coach who thrives in the real world, not the classroom? Do you believe in hands-on guidance, not theory? If yes, Old Mutual's Personal Finance Advice (PFA) team wants you!
We're looking for Development Coaches who are passionate about execution, coaching, and making a tangible impact in the lives of new financial advisers.
What You'll Do:
Coach, don't just train - Guide new advisers in the field, reinforcing habits and behaviours that lead to long-term success.
Drive performance from Day 1 - Equip advisers with the skills, discipline, and mindset to thrive in their first 24 months.
Partner for success - Work hand-in-hand with Business Managers to align coaching with real business goals.
Leverage tech, stay human - Help advisers integrate digital tools while building trust through personal, high-touch engagement.
Travel + virtual - Deliver consistent, high-impact coaching across regions via in-person and remote methods.
What You Bring:
5+ years in financial services, preferably in coaching, enablement, or field execution
A relevant degree or diploma (Business, Finance, Coaching, or similar)
Deep understanding of sales, compliance, and what drives adviser success
Proven ability to coach for behaviour change in a fast-paced, performance-driven environment
Tech-savvy with a human-first coaching style
Why Join Us?
Shape the next generation of financial advisers
Make a real impact on adviser performance and community financial wellness
Operate nationally with flexible, remote working and regional travel
Be part of a 180-year legacy while driving modern, high-performance coaching
If you're ready to lead from the front and help build a new breed of client-centric, digitally enabled financial advisers, apply now.
Old Mutual - #CoachingThatCounts #ExecutionExcellence #GrowWithUs
Skills
Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
Builds Effective Teams
Builds Networks
Business Insight
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
27 May 2025 , 23:59
