Financial Adviser

Employer/Recruiter Name

Liberty


Website URL

https://www.liberty.co.za/Pages/default.aspx


Job Category

Skilled Full-Time


Job Title

Financial Adviser


Job Summary

Here is your opportunity to become a part of a leading, established brand in the financial services industry. Our organization is looking for an entrepreneurial minded individual who want to take the next step in developing their career. Superb customer service skills are a must for success. The successful candidate will provide solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to APPLY today.

 

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Requirements

Requirements and skills:

Clear credit record

Clear criminal record

Valid driver’s license

Own vehicle (essential)

Target driven

Excellent communication skills

Resilience and discipline

Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions

Professionalism

 

Qualifications:

Matric

Tertiary qualification

RE (advantageous)

120 credits (advantageous)

 


Duties

Responsibilities:

Build a professional practice under the Liberty brand

Provide financial planning support to clients

Cultivate strong client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Improve people’s lives by making their financial freedom possible

Offer subject matter expertise to fellow Financial Advisers

Maintain awareness of latest legislative changes that may affect financial planning


Additional Information

Benefits:

Continuous professional development

Provident fund (you need to meet qualifying criteria)

Group Life cover

Dread Disease cover

Medical aid (50% subsidized)

Funeral benefit

Professional indemnity

 

Locations include: Umhlanga, Kloof, PMB, Westville, Pietermaritzburg and Mount Edgecombe

 

JOIN a trusted leader in insurance and investment in Africa and our chosen markets

 

LIBERTY is not just our name. It’s what we do

 

APPLY NOW

 


Job Location:

Umhlanga, Kloof, PMB, Westville, Pietermaritzburg and Mount Edgecombe


Salary:

R


Closing Date:

30 Jun 2019


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