Financial Adviser

Introduction

Looking for ambitious individuals driven to succeed by transforming clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our team and build a rewarding career where your impact counts.

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

APPLY NOW

Duties & Responsibilities

Duties and responsibilities

Assessing Client Financial Needs : Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.

Developing Financial Plans : Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement..

Investment Guidance : Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns.

Monitoring Financial Portfolios : Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.

Providing Education and Advice : Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.

Maintaining Compliance : Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.

Building Long-term Client Relationships : Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.

Conducting Market Research : Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.

Risk Management and Insurance Planning : Advising on insurance options and risk mitigation strategies to protect clients' assets and ensure financial security.

These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.

Desired Experience & Qualification

Qualifications

Matric (essential)

Degree (preferable)

Regulatory Exam (RE Exam) (highly advantageous)

Requirements

Clear credit record

Clear criminal record

Laptop

Vehicle/access to a vehicle

Industry experience (advantageous)

Skills

Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process

Reliability

Previous sales track record (advantageous)

Package & Remuneration

Benefits

Flexible working hours

Training and development (product, systems, and sales). You will receive training from professional Trainers as

well as your manager and will therefore get training from someone who has experienced the industry firsthand

Competitive commission  based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand