Graduate Financial Adviser
Liberty FA
Westville, KwaZulu-Natal, ZA
4d ago
source : Careers24

We are looking for talented people who want to control their own success. 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 peoples 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.

Youll 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.

  • 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 *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* *Qualifications : * Matric (essential) Degree (preferable) RE (highly advantageous) * * *

    Requirements :

  • Valid driver's licence Own vehicle Clear credit record Clear criminal record Laptop *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.
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