Financial Adviser

Liberty Group South Africa; Durban; On-site; ZAR 25 000 - 60 000; Full time

Job summary

An established industry player is seeking ambitious individuals to transform clients' lives through financial planning and wealth management. This role offers the chance to create tailored financial strategies, educate clients about financial products, and build long-term relationships. With flexible working hours and competitive commissions, you will have the opportunity to grow within a reputable brand while making a significant impact on clients' financial journeys. If you are driven to succeed and ready to work with the best, this is the perfect opportunity for you.

Benefits

Flexible working hours

Training and development

Competitive commission based on sales targets

Opportunity to join a reputable brand

Qualifications

• Matric is essential; a degree is preferable.
• Regulatory Exam (RE Exam) is highly advantageous.

Responsibilities

• Assess clients' financial needs and develop tailored financial plans.
• Provide investment guidance and monitor financial portfolios.

Skills

Honesty and integrity

Excellent communication skills

Strong network/social contact

Strong presentation skills

Analytical thought process

Reliability

Previous sales track record

Education

Matric

Degree

Regulatory Exam (RE Exam)

Tools

Laptop

Job description

Looking for ambitious individuals driven to succeed by transforming clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our team and build a rewarding career where your impact counts.

Qualifications:

• Matric (essential)
• Degree (preferable)
• Regulatory Exam (RE Exam) (highly advantageous)

Requirements:

• Own laptop
• Clear credit record
• Clear criminal record
• Vehicle/access to a vehicle
• Industry experience (advantageous)

Skills:

• Honesty and integrity
• Excellent communication skills
• Strong network/social contact
• Strong presentation skills
• Analytical thought process
• Reliability
• Previous sales track record (advantageous)

Duties and responsibilities:

1. Assessing Client Financial Needs: Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.
2. Developing Financial Plans: Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement.
3. Investment Guidance: Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns.
4. Monitoring Financial Portfolios: Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.
5. Providing Education and Advice: Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.
6. Maintaining Compliance: Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.
7. Building Long-term Client Relationships: Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.
8. Conducting Market Research: Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.
9. Risk Management and Insurance Planning: Advising on insurance options and risk mitigation strategies to protect clients' assets and ensure financial security.

These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.

Benefits:

• Flexible working hours
• Training and development (product, systems, and sales). You will receive training from professional Trainers as well as your manager and will therefore get training from someone who has experienced the industry firsthand
• Competitive commission: based on achieving set sales targets (your effort matches your remuneration)
• Opportunity to join a well-established, reputable brand
• If you want to be the best, you need to work with the BEST.

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

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