Financial Advisor

Liberty Group South Africa; Wes-Kaap; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Liberty Group seeks a Financial Advisor to deliver personalized investment solutions while developing strong client relationships. The role involves advising clients on financial products, ensuring compliance, and utilizing digital tools for portfolio management. Candidates should possess a Grade 12 qualification, sales experience in financial services, and strong interpersonal skills.

Qualifications

• Minimum of Grade 12; a National Diploma or Degree is advantageous.
• FAIS-recognized qualification within 6 years of Date of First Appointment (DOFA).
• Proven sales experience in a financial services environment.

Responsibilities

• Develop and maintain long-term client relationships.
• Offer advice on investments, insurance, and retirement planning.
• Ensure compliance with industry regulations and internal policies.

Skills

Networking

Interpersonal Skills

Sales Experience

Education

National Diploma or Degree

FAIS-recognized qualification

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

As a Financial Advisor at Liberty, you will:

• Develop and maintain long-term client relationships, understanding their financial goals and providing tailored solutions.
• Offer advice on investments, insurance, and retirement planning to help clients achieve financial security.
• Stay informed about market trends and Liberty's product offerings to provide up-to-date advice.
• Ensure compliance with industry regulations and internal policies.
• Utilize digital tools and platforms to manage client portfolios and track performance

Qualifications:

• Minimum of Grade 12; a National Diploma or Degree is advantageous.
• FAIS-recognized qualification within 6 years of Date of First Appointment (DOFA).
• Valid driver's license and reliable vehicle.
• Proven sales experience, preferably in a financial services environment.
• Strong networking, marketing, and interpersonal skills.
• Ability to work independently and manage time effectively.
• Clear ITC and criminal records