SUMMARY:
We are looking for talented people who want to control their own success
POSITION INFO:
Our advisors have a genuine care for people and a responsibility for doing what is right. If you desire to be directly rewarded for your efforts, make a difference in people’s lives, and be in a career that offers growth, please contact us directly.
This is more than a world-class career opportunity which gives you endless opportunities for learning, development, and progression. You’ll work with clients from the start that have a genuine impact.
We specialise in all aspects of personal financial planning, wealth protection and creation.
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
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