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Financial Adviser Make A Difference

Job Mail RSS feed | Kwazulu-Natal

One of SA’s leading financial services companies, Liberty are currently recruiting for Financial Advisers.

Qualifications include: Matric (essential) / Degree / Regulatory Exam (RE exam)

Requirements: Laptop / Clear credit record /Clear criminal record /Valid driver’s license / Own vehicle essential

Excellent communication skills
Strong networking and relationship building skills
Previous sales track record advantageous

Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop a
financial plan
Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Implementing financial plans
Contacting clients regularly to discover changes in their financial status
Building and maintaining your client base

Training and mentorship
Competitive commission structure
Passive income creation
Strong suit of tools to enhance your competitive edge

Here, you’ll grow as a person and develop your career.
As a valued member of our team, we’ll support to grow and advance you through excellent training opportunities.

Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB

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


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