Financial Planner - Financial Adviser in KwaZulu-Natal - Liberty


Liberty Holdings Limited is a Pan-African financial services company with headquarters in Johannesburg, South Africa. Founded in South Africa by entrepreneur and philanthropist, Sir Donald Gordon, in 1957, the company has since grown to hold R611 billion in assets under management (as at 31 December 2013).
The Group’s principal operating business, Liberty, is the third largest life insurer in South Africa by market capitalisation. Wholly owned subsidiary, Stanlib, is the second largest investment manager in South Africa. Stanlib is the country’s largest unit trust (mutual fund) company—managing over R545 billion assets for over 400 000 retail and institutional clients across the African continent, with presence in seven African countries.
Liberty Holdings is 54% owned by the Standard Bank Group, the largest African bank by total assets.
Represented in 16 African countries, the group offers a comprehensive range of long-term insurance products and services which include life and health related insurance, investment management, and facilitation of retirement income to meet the changing financial, investment, and lifestyle risk needs of retail and corporate markets. The group offers short-term insurance outside of South Africa.

Recruiter from sector Financial / Insurance, located in KwaZulu-Natal, More than 1000 workers

    About this job ad 14 July


  • Negotiable
  • Province

  • eThekwini, KwaZulu-Natal
  • Description

  • Searching for entrepreneurial minded individuals who possess the power of influence coupled with the ability to build and maintain relationships to join our organization
    Valid driver’s license with own vehicle essential
    Excellent verbal and written communication skills
    Degree in the Financial Industry and/or 2 years of financial planning experience
    Matric and RE certificate
    60 Credits in Insurance Industry
    Valid SA Identity Number
    No criminal record
    No credit listings
    Prospecting for clients
    Building professional and long lasting relationships
    Selling Liberty products in a professional manner
    Conducting financial analysis and making recommendations to best suit the client’s needs
    Ensuring that sales targets are achieved
    Meeting all required legislative requirements
    Join a well-established company in which you can develop and build your career

  • Number of vacancies: 3
  • Requirements

  • Language(s): English
  • Driver's license: B
  • Availability for travel: No
  • Availability for change of residence: No



To see the complete contact information, please click apply now


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Ad summary

  • Financial Planner - Financial Adviser in eThekwini, KwaZulu-Natal

  • Recruiter

  • Type of contract

    Permanent contract

  • Salary


  • Apply now

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