Financial Adviser (Graduate)
Liberty Group
Pretoria, South Africa
1d ago
source : Job Placements

You will spend your day talking to clients about their financial objectives and challenges and will then recommend an appropriate financial planning strategy.

To excel in this tightly regulated role you should have excellent people skills, perseverance and a go-getting attitude.

Full training and ongoing support provided. Opportunities for Advancement and growth.

  • Leads and set appointments provided
  • Excellent earning potential
  • Responsibilities :

  • Meeting clients in person
  • Develop and implement solutions for clients.
  • Identify and build relationships with your clients.
  • Annual client reviews
  • Upselling and cross-selling.
  • Adhere to underwriting criteria (FAIS requirements).
  • Remain accredited and up to date with industry developments
  • Requirements : General :

    General :
  • Own laptop
  • Own laptop
  • Valid South African Drivers license and own vehicle ( Essential )
  • Clear criminal record
  • Clear credit record
  • Academic :

  • Completed degree or National Diploma
  • Skills & Attributes :

  • Excellent communicator
  • Confident, driven individual
  • Solid computer literacy
  • Can-do attitude and ambition
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