Are you looking to pursue a career that will allow you to make a difference?

Do you want enhanced job security whilst being part of an industry-leading group?

As a Financial planning specialist with Liberty, we allow you to pave your own professional path by providing expert advice and shaping your client’s financial futures.

Thrive in a dynamic and supportive environment that will allow you to reach your full potential

You will have access to extensive, specialized training. This will coach you on helping clients achieve their financial goals through personalized strategies that suit their unique financial circumstances. This training also allows our advisors to play to their individual strengths and characteristics in terms of providing value to clients

Key Functions:

This role requires networking and prospecting in order to secure new clients.

• Set up appointments and meet with clients in person
• Analyse clients’ financial situation (e.g. income, expenses and liabilities)
• Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Present and sell suitable financial products and services

Candidate Requirements

Desired Personal Qualities:

• Ability to network
• Entrepreneurial mindset
• Tenacious and passionate personality
• Being able to work independently
• Outstanding communication skills

Requirements:

• Driver’s License and own transport essential
• Matric is essential
• Clear criminal and credit record
• Must be computer literate
• Tertiary qualification would be highly advantageous
• Relevant industry qualification (i.e. RE5/RE1) also advantageous

Package & Remuneration