Financial Adviser

Job descriptionCompany DescriptionAt Liberty, we believe in sharing knowledge to change people's realities every day. Established in 1957, we have grown into a Pan-African financial services company, offering asset management, investment, and insurance solutions. Our team of outstanding professionals works with clients to achieve financial freedom and make their aspirations a reality.Role DescriptionThe ideal candidate will meet potential clients in person or online and provide personal financial advice based on the client's needs. Assisting clients with wealth protection and wealth creation solutions to help them work towards their long-term financial goals.ResponsibilitiesDevelop and implement comprehensive financial plans tailored to client's needs and goals.Build and maintain strong relationships with clients, offering ongoing support and guidance.Provide expert advice on investment strategies, wealth protection, retirement and estate planning.Review client's portfolios on an ongoing basis.Proactively identify and pursue new business opportunities to expand your client base.RequirementsExperience in providing Financial Advisory services is advantageous.Strong analytical and problem-solving skills.Excellent interpersonal and communication skills.Relevant professional certifications (e.g. RE 5) are a plus.Bachelor's degree in Finance, Economics, or related field is a plus.Own laptop with reliable transport.Important to note and consider before applying:This role is based in Umhlanga KZN, we will not consider applicants from other regions.This is a lucrative commission-based structure, no basic salary.You need to be driven, disciplined and consistent to see the results in this role.No stipends offered.Please understand and consider the above before applying.
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