Financial / Wealth Advisor

Liberty Standard Bank Group; Krugersdorp; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading financial services company is seeking a Financial / Wealth Advisor to join their team. The role involves advising clients on their financial goals, maintaining relationships, and providing holistic financial advice. Candidates should have at least two years of experience, a Matric qualification, and relevant certifications. Strong analytical, negotiation, and presentation skills are essential for success in this dynamic position.

Qualifications

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

Responsibilities

• Prospecting and closing new business.
• Advising clients on financial goals and needs.
• Conducting Financial Needs Analysis daily for quality advice.

Skills

Analytical skills

Negotiation skills

Presentation skills

Customer care

Ability to work independently

Innovative personality

Education

Matric qualification

CFP or equivalent (NQF level 6 with credits)

Class of Business exam

RE5 Regulatory Exam

Job description

Liberty is recruiting a Financial / Wealth Advisor. Liberty is an industry leader within the financial services industry.

Responsibilities:

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

Desired Experience & Qualifications:

1. At least two years of experience as a Financial Advisor or related role
2. Matric qualification
3. Successfully completed the Class of Business exam
4. Successfully completed the RE5 Regulatory Exam
5. Certified Financial Planner (CFP) or equivalent (NQF level 6 with credits)
6. Registered with the Financial Sector Conduct Authority as a full representative
7. Computer literate
8. Excellent negotiation and presentation skills
9. High initiative and entrepreneurial spirit
10. Own transport

Skills and Attributes:

1. Excellent analytical skills
2. Understanding of financial policies, products, and portfolios
3. Passionate about customer care
4. Ability to work independently
5. Innovative, outgoing, and dynamic personality

Package & Remuneration:

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