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Financial Position Braamfontein, East Gate, Cresta, Woodmead, Rosebank, And Menlyn

Liberty Group Ltd

Johannesburg

On-site

ZAR 200 000 - 300 000

Full time

Today
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Job summary

A financial services company is seeking individuals to join as Financial Advisers in Johannesburg, Gauteng. The role involves reaching out to clients, conducting needs analyses, and providing personalized financial advice. Candidates should have a recognized Diploma or Degree, networking skills, and must be FAIS compliant. The position offers performance-based packages and various group benefits, including medical aid and income protection.

Benefits

Performance-based packages
Incentives
Bonuses
Provident Fund
Medical Aid
Group Life Cover
Professional Indemnity
Income Protection
Dreaded Disease Cover

Qualifications

  • Qualification must be recognized by the Financial Services Authority.
  • FAIS compliant.

Responsibilities

  • Conducting needs analysis for various clients.
  • Providing continuous financial planning for existing clients.
  • Understanding client needs for achieving Financial Freedom.

Skills

Entrepreneurial spirit
Networking skills

Education

Diploma / Degree

Tools

Valid driver’s licence
Job description
Overview

Liberty has opened new branches around Gauteng, and we are looking for individuals to come service our new branches. Liberty is looking for individuals with an Entrepreneurial spirit and good networking skills to come and service our new branches as Financial Advisers.

Duties & Responsibilities
  • Reaching out to various clients, conducting a needs analysis to see where there are gaps, and as a Financial Adviser, you will fill the various gaps identified with all the Liberty products in our basket.
  • Checking in to a branch and servicing a manager, with continuous support from the manager and experienced Financial Advisers.
  • Continuous financial planning for the clients you already have, by adding/amending products.
  • The main aim is to make sure that you help people achieve Financial Freedom.
  • This is more than a sales role; Liberty is a company that gives Financial Advice.

This means that you are going to take time to truly understand the needs and wants that your clients hold dear, and become an active partner in making sure that their Financial Freedom is secured.

Desired Experience & Qualification
  • Diploma / Degree advantageous – qualification must be recognized by the Financial Services Authority.
  • Valid driver’s licence.
  • FAIS compliant.
Package & Remuneration
  • Performance-based packages, incentives, bonuses.
  • Group benefits: Provident Fund, Medical Aid, Group Life Cover, Professional Indemnity, Income Protection, Dreaded Disease Cover.

Apply now and see if you are eligible to join Liberty, our dedicated team of Talent Acquisition Specialists have a turnaround time of 3 days if you meet the criteria that we are looking for.

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