Financial Adviser

Recooty • Other • Umhlanga Rocks, Durban, KwaZulu-Natal, KwaZulu-Natal, South Africa • $300 - $400 / year • 3h ago

One of the SA’s leading financial services companies, Liberty, are currently recruiting for Financial Advisers.

Our employees are important to us. We empower and inspire them to perform, offer opportunities to grow, and we recognise and reward their contribution. They are proud to work for a company that respects them and broader communities, and they trust us to be financially sustainable, so we are successful now, and in the future.

Qualifications include:

Matric (essential) / Degree (preferable) / Regulatory Exam (RE exam) (highly advantageous)

Requirements:

Laptop
Clear credit record
Clear criminal record
Valid driver's licence
Own vehicle essential

Skills:

Strong networking and relationship building skills
Reliability
Determination

Responsibilities:

Talking to clients to determine their expenses, income, current cover, and financial objectives needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients to help them reach financial objectives.
Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

Benefits:

50% subsidised medical aid
Training and mentorship
Competitive commission structure
Recognition programs that reward top performance
Passive income creation
Opportunity to join a well-established, reputable brand
Strong suite of tools to enhance your competitive edge

This is a great opportunity to be part of a growing business. In return for your expertise, you’ll enjoy our dedication to your ongoing personal and professional development. Here, you'll grow as a person and develop your career.

As a valued member of our team, we'll support you to grow and advance through excellent training opportunities. Our customers’ experience and success starts with yours.

So why not come and talk to us?

Locations include:

Umhlanga, Mount Edgecombe, Westville, Kloof, and PMB

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

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Apply directly

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