Financial Advisor - Pretoria

Liberty Group South Africa; Pretoria; On-site; ZAR 150,000 - 250,000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a Financial Advisor to offer tailored financial solutions to clients. The ideal candidate should have a Grade 12 qualification and a FAIS recognized qualification within 6 years of DOFA. Responsibilities include managing client relationships, identifying business growth opportunities, and providing ongoing customer service. Competitive compensation and career growth opportunities are provided.

Qualifications

• Essential to have a Grade 12 education.
• FAIS recognized qualification must be achieved within 6 years of DOFA.

Responsibilities

• Manage long-term client relationships to meet their evolving needs.
• Identify growth opportunities for the organization.
• Review client portfolios and make value-added recommendations.

Skills

Customer service skills

Sales experience

Presentation abilities

Education

Grade 12

FAIS recognized qualification

Tools

Laptop or Tablet

Job description

Job title: Financial Advisor - Pretoria

Overview

A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives

• To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
• Identify opportunities to contribute to the growth of the organization.
• Adhere to policies, procedures and legislative requirements in order to ensure compliance.
• Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
• Constantly update own knowledge and expertise in line with products and market and industry trends.
• Perform reporting to keep the business updated of progress.

Stakeholders

Internal:

• Exposure to fraud interventions internally to stay compliant with policies and legislation.

External:

• Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

Role Requirements

• Laptop or Tablet (essential)

Qualifications

• Grade 12 (essential)
• FAIS recognized qualification within 6 years of DOFA

Technical Skills

• Awareness of the industry and financial standings.
• Good understanding of the current market and trends.
• Adherence to internal and legislative policies and procedures.
• Ongoing customer service to endorse current relationships.
• Presentation abilities in participating in formal and informal engagements.

Knowledge

• Sound knowledge of the industry to display a broad awareness of trends and risks.
• Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

Experience

• Telephone and face to face sales experience (Desirable)

Deadline: 30th September, 2025

Other related categories: Accounting / Financial Services jobs