Financial Adviser

Financial Adviser
Company:

Liberty Standard Bank Group 2



Job Function:

Finance

Details of the offer

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 specialise in all aspects of personal financial planning, wealth protection, and creation. We pride ourselves in 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. Qualifications: Matric (essential) Degree (preferable) RE (highly advantageous) Requirements: Clear credit record Clear criminal record Laptop Vehicle Duties will include but will not be limited to: Follow all the steps of financial planning in the sales process Generate leads, set up appointments, and meet clients Prepare and present recommendations or solutions to the client Implement, review, and monitor solutions on an ongoing basis Obtain all necessary documentation (FICA documentation) Ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements Meet ongoing education and professional development regarding legislative and industry requirements and best practices Build and maintain client base whilst achieving targets Skills: Previous sales experience (advantageous) Excellent communication skills (both verbal and written) Integrity and honesty Self-motivated Entrepreneurial mindset Resilience and persistence Reputable reputation Benefits: Flexible working hours Constant training and mentorship Access to specialised 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 Qualifications: Matric (essential) Degree (preferable) RE (highly advantageous) Requirements: Clear credit record Clear criminal record Laptop Vehicle


Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Adviser
Company:

Liberty Standard Bank Group 2



Job Function:

Finance

Senior Compliance Specialist - Financial Services - Durban

Are you an experienced compliance professional with a keen eye for detail and a passion for regulatory excellence? Our client has an opportunity for a Senior...


From Agc Recruitment Pty Ltd - KwaZulu-Natal

Published 19 days ago

Wealth Planner / Specialist

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new h...


From Warwick Wealth - KwaZulu-Natal

Published 19 days ago

Buyer - Footwear

R 24 000 - 50 000 dependent on experienceLocation: Durban North.Standout opportunity for an on-trend fashion enthusiast with solid footwear buying experience...


From University Of Fort Hare - KwaZulu-Natal

Published 19 days ago

Commisioned Financial Advisor

Commissioned Financial AdvisorLocation: PietermaritzburgTime Type: Full TimePosted On: Posted YesterdayJob Requisition ID: JR-51788Let's Write Africa's Story...


From Old Mutual Group - KwaZulu-Natal

Published 19 days ago

Built at: 2024-10-07T02:52:33.606Z