Location: Umhlanga,KwaZulu-Natal,South Africa

Graduate Financial Adviser, Umhlanga, North Suburbs. Company Name: Liberty. Liberty is searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves on excellence in everything they do. We specialize in all aspects of personal financial planning, wealth protection, and creation.

We pride ourselves on our culture, team, and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients, and the long-standing relationships we continue to nurture.

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 license. Own vehicle. 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. Analyzing 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 specialized 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. Liberty is not just our name. It's what we do.

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Posted: 21-05-2021
Salary: Attractive packages with fringe benefits.
How to apply?

Contact Melissa Olwage: 0315146265

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