Financial / Wealth Advisor

Liberty Standard Bank Group; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Liberty, a leader in financial services, is seeking experienced Financial Advisors in Johannesburg. The role involves prospecting new clients, advising on financial needs, and maintaining client relationships. Ideal candidates will have at least two years of experience and relevant financial qualifications.

Qualifications

• At least two years of experience as a Financial Advisor or intermediary.
• Registered with the Financial Sector Conduct Authority as a full representative.

Responsibilities

• Prospecting and closing new business.
• Advising clients on financial needs.
• Conducting Financial Needs Analysis.

Skills

Negotiation

Presentation

Analytical Skills

Customer Care

Education

Matric

Certified Financial Planning (CFP)

Regulatory Exam for representatives (RE5)

Class of Business exam

Tools

Computer literacy

Job description

Liberty is Recruiting Financial / Wealth Advisor

Liberty, an industry leader within the financial services sector, is seeking to recruit experienced, qualified, and skilled Financial Advisors.

Duties and Responsibilities:

1. Prospecting and closing new business
2. Networking to obtain new clients
3. Advising clients on financial needs to meet their goals
4. Maintaining and servicing existing clients and business
5. Developing and presenting financial planning recommendations
6. Providing a holistic approach to financial advice
7. Establishing and maintaining professional relationships with clients
8. Conducting Financial Needs Analysis to deliver quality advice
9. Analyzing and evaluating financial information
10. Staying connected with clients through different life stages
11. Setting up meetings with clients

Desired Experience & Qualifications:

• At least two years of experience as a Financial Advisor or intermediary
• Formal education and qualifications, including:
• Matric
• Successfully completed the Class of Business exam
• Successfully completed the Regulatory Exam for representatives (RE5)
• Certified Financial Planning (CFP) or equivalent qualification (NQF level 6 with credits)
• Registration with the Financial Sector Conduct Authority as a full representative
• Computer literacy
• Excellent negotiation and presentation skills
• High initiative and entrepreneurial spirit
• Own transport

Inherent Skills and Requirements:

• Excellent analytical skills
• Understanding of financial policies, products, and portfolios
• Passion for customer care
• Ability to work independently
• Innovative, outgoing, and dynamic personality

Package & Remuneration:

To be discussed during the interview, based on a commission structure.

Additional Information:

Create a job alert for this search: Financial Advisor • Johannesburg, Gauteng