Graduate Financial Adviser
Liberty Group
Pretoria, South Africa
2d ago
source : Job Placements

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 people’s 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.

You’ll 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.

Qualifications : Matric (essential)

Degree (preferable)

RE (highly advantageous)

Requirements :

Valid driver''''''''s licence

Clear credit record

Clear criminal record

Laptop

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

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.

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

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