Advice Management Executive

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Why This Role Matters

This is a shape the future role, not an operational advice position. The Advice Executive defines what advice will look like tomorrow—how it is delivered, experienced, governed, and scaled—ensuring the organisation remains relevant, trusted, and competitive in a rapidly changing market.

The Advice Executive is a senior leadership role accountable for defining, leading, and evolving the Advice Strategy for Personal Finance. The role shapes the future direction of advice across the business, ensuring it remains client centric, future ready, commercially sustainable, and digitally enabled, while maintaining the highest professional and regulatory standards.

This role operates at an enterprise level, partnering closely with Distribution, Product, Technology, Risk, and Compliance to position advice as a strategic differentiator in a rapidly evolving financial services landscape..

Key focus of the role:

The key focus of the role is to:

• Advice Strategy & Leadership 

• Define and lead the end-to-end Advice Strategy for Personal Finance, aligned to the broader business and customer strategy. 

• Set the long term vision and roadmap for the advice function, balancing human advice excellence with digital enablement. 

• Act as a senior thought leader on advice within the organisation and the broader industry. 

• Future Focused Advice Model 

• Drive innovation within the advice ecosystem, responding to:  

• Changing client needs and expectations 

• Regulatory evolution 

• Digital and platform enabled advice models 

• Ensure the advice model remains scalable, sustainable, and fit for future growth. 

• Commercial & Strategic Impact 

• Embed advice as a core commercial capability that drives customer outcomes, retention, and long term value. 

• Influence senior stakeholders across business, technology, and financial services to align on advice led growth priorities. 

• Translate strategic intent into clear execution priorities and measurable outcomes. 

• Governance & Professional Standards 

• Uphold and strengthen professional advice standards, ensuring alignment with regulatory, ethical, and best practice frameworks. 

• Act as a custodian of advice quality, professionalism, and client trust. 

• External & Industry Engagement (Optional / Nice to Have) 

• Represent the organisation externally where appropriate through industry forums, thought leadership, or professional networks. 

• Leverage personal or organisational profile (e.g. LinkedIn or industry platforms) to enhance the credibility of the advice function. 

• Reviewing financial models, data, spreadsheets, budgets and reports, and translating quantitative information into easily communicable findings or implications

• Collaborate with Provincial General Managers (PGMs) to create accurate and achievable budgets and forecasts.

• Generate monthly, quarterly, and annual financial reports, offering clear insights into performance against goals.

• Monitor budget performance, explaining deviations and identifying risks and opportunities.

• Create dashboards and visualizations to present complex financial data.

• Assist with input for strategic initiatives, including investments, cost-saving opportunities, and growth strategies.

• Assist with ad hoc analyses to evaluate business opportunities or address specific operational challenges.

• Cleaning of data using Power Pivot, Power Query, modelling tools

• Identify opportunities to simplify and automate processes

• Responsible for building strong working relationships with internal clients.

• The ideal candidate will have a mix of technical knowledge, understanding of OM distribution and influencing skills to support implementation.

Role Requirements

Professional Qualifications

CFP® designation (essential)

Relevant degree in Business, Technology, Finance, or Financial Services

Experience

Strong background in financial services, with deep exposure to advice led environments.

Proven experience in advice leadership, strategy, or enterprise level advisory roles.

Experience operating at a strategic level, influencing senior stakeholders and shaping long-term direction.

Capabilities & Attributes

Strategic, future oriented thinker with the ability to translate vision into action.

Strong understanding of the evolving advice landscape, including technology enabled advice.

Comfortable operating across business, technology, and financial services domains.

High credibility with professional advisors and senior leaders alike.

Career Background (Flexible)

Candidates may come from:

Advice leadership or financial planning environments

Broader financial services leadership roles

Business or technology roles with deep exposure to advice models and strategy

Skills

Building Trust, Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Upselling

Competencies

Builds Effective Teams

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Drives Vision and Purpose

Ensures Accountability

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

22 March 2026 , 23:59

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 Old Mutual Story!