Financial Advisory Partner

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

Job summary

A leading financial services group is seeking a Financial Adviser in Pretoria. The role involves providing professional financial advice, building long-term client relationships, and conducting detailed family care plans. Candidates should have a minimum of 2 years sales experience, with a preference for those with financial planning background. Performance-based packages and group benefits are offered.

Benefits

Performance-based packages

Bonuses

Medical Aid

Group Life Cover

Income Protection

Qualifications

• Minimum of 2 years sales experience required.
• Experience in financial planning, insurance, and investments preferred.
• RE5 qualification is an advantage.
• FAIS compliant candidates preferred.

Responsibilities

• Build a professional practice under the Liberty brand.
• Provide appropriate financial advice aligned with client goals.
• Maintain superior service delivery to customers.

Skills

Interpersonal skills

Communication skills

Networking skills

Sales experience

Business acumen

Education

National Senior Certificate (Matric)

Diploma / Degree

Tools

Computer literacy

Job description

Introduction

What is a financial adviser?

Much like a doctor or a lawyer, a Financial Adviser is a trained professional.Financial Advisers are there to help their clients plan for the future they want by developing financial strategies that create wealth and reduce debt.By taking the time to truly understands the wants, needs and dreams a client holds dear, a Financial Adviser can become a lifelong partner who helps their clients live their best lives.The role of a financial adviser is one that demands utmost professionalism, integrity and a customer centric approach.An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.The role calls for a formal inhouse training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.As an accredited financial adviser with Liberty, you will represent the ideals and values to which the company has subscribed for over 66 years Integrity, Professionalism, Customer first, Advice led.

Duties & Responsibilities

What is required of you?

Builds a professional practice under the Liberty brand, conducts a detailed family care plan, provides professional advice, provides solutions for clients and builds long-term relationships.Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.Provide proactive, on demand financial service and advise to customers within your allocated customer markets.As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time andtask management.

Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accreditedcourses and programmesProviding relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances and their goals or dreams for the future.

As such, interpersonal and communications skills to build solid relationships are fundamentally important.

Desired Experience & Qualification

• National Senior Certificate (Matric)
• Diploma / Degree advantageous
• Minimum of 2 years Sales experience
• Experience in Sales, Business Development, Financial Planning, Insurance & Investment
• Reliable motor vehicle and valid driver's license
• Clear criminal and credit check
• RE5 an advantage
• FAIS compliant
• Strong business acumen
• Proven computer literacy
• Excellent communication skills & networking skills

Package & Remuneration

Liberty provides performance-based packages, incentives, bonuses, plus group benefits : Provident FundMedical AidGroup Life CoverProfessional IndemnityIncome ProtectionDreaded Disease Cover

Interested?