Graduate Financial Adviser

Recruiter:

Liberty Group

Job Ref:

June - 02 - Melissa ..

Date posted:

Sunday, May 30, 2021

Location:

Pretoria, South Africa

Salary:

High commission earning potential

SUMMARY:
Join an industry LEADER

POSITION INFO:

Liberty are searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves in excellence in everything they do.

We specialise in all aspects of personal financial planning, wealth protection and creation.

We pride ourselves in our culture, team and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients and the long-standing relationships we continue to nurture.

You will enjoy the autonomy of being responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.

Qualifications:

Matric (essential)

Degree (preferable)

RE (highly advantageous)

Requirements:

Valid driver''s licence

Own vehicle

Clear credit record

Clear criminal record

Laptop

Duties will include but will not be limited to:

Client meetings, both initial and review, recording all relevant information

Analysing information to recommend suitable strategies and products

Writing client reports with appropriate and compliant disclosures and illustrations

Scheduling review meetings with clients in keeping with their agreed terms

Ensuring that client files are up to date and complete

Skills:

Able to build and maintain strong customer relationships

Professional approach

Drive and determination to succeed

Strong communication skills

Working knowledge of computer systems

Sales background, previous experience in financial services would be advantageous, but not essential.

Benefits:

Flexible working hours

Constant training and mentorship

Access to specialised support

Opportunity to join a well-established, secure and reputable brand

Opportunity to write your own cheque (earnings based on business written)

Group life benefits

High commission earning potential

Liberty is not just our name. It''s what we do

APPLY NOW

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Graduate Financial Adviser

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