Professional Financial Adviser – Liberty Life

at Liberty Group Ltd
Location Durban, South Africa
Date Posted July 24, 2022
Category Finance
Job Type Full-time
Currency ZAR

Description

Join the Liberty brand and prestigious reputation. One of SA’s leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture.

Liberty offers a structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.

Duties & Responsibilities

 Provide holistic financial planning advice to private and business clients by identifying their

Investment and lifestyle needs. Identify new business opportunities and develop and

Implement strategies, and manage individual and corporate relationships.

Key Accountabilities:

• Source, develop and cultivate your own client base by networking, referrals and prospecting

• Meet clients in person to provide them with financial planning advice and solutions

• Develop and implement strategies to obtain and manage business opportunities arising within

Private and Corporate accounts

• Manage and strengthen relationships

Desired Experience & Qualification

Job Requirements

• Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing, Business)

• Own Laptop and stable internet connection

• Clear credit and criminal record

 

Package & Remuneration

To be Discussed in Interview Process

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