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Financial Adviser - In Depth Industry Training Provided

In Depth Industry Training Provided

eThekwini, KwaZulu-Natal ยท  More than 30 days

  • Description

  • 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.


    Matric (essential)

    Degree (preferable)

    RE (highly advantageous)


    Clear credit record

    Clear criminal record


    Duties will include but will not be limited to:

    Follow all the steps of financial planning in the sales process

    Generate leads, set up appointments and meet clients

    Prepare and present a recommendations or solutions to the client

    Implement, review, and monitor solutions on an ongoing basis

    Obtain all necessary documentation (FICA documentation)

    Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements

    Meet ongoing education and professional development regarding legislative and industry requirements and best practices

    Build and maintain client base whilst achieving targets


    Previous sales experience (advantageous)

    Excellent communication skills (both verbal and written)

    Integrity and honesty


    Entrepreneurial mind set

    Resilience and persistence

    Reputable reputation


    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


  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Job summary

  • Financial Adviser

  • eThekwini, KwaZulu-Natal

  • Company

  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply now