Professional Financial Adviser at Liberty Life
Liberty Standard Bank Group · Hillcrest, Umhlanga; Westville, PMB, Pretoria, Polokwane, Bloemfontein
Overview
Liberty Life is looking for driven young South Africans to join as Professional Financial Advisers. You will get full training and mentorship while building your own client base and providing financial planning advice. Positions are available in Hillcrest, Umhlanga, Westville, PMB, Pretoria, Polokwane and Bloemfontein. If you have matric and a passion for helping people with investments and financial solutions, this could be your big break in the finance industry.
About the role
Join Liberty Life as a Professional Financial Adviser and start a career in one of South Africa's leading financial services companies. This role is perfect for ambitious individuals who want to build their own practice under the Liberty brand while helping clients achieve their financial goals.
What you will do:
- Provide holistic financial planning advice to private and business clients
- Identify and develop new business opportunities
- Manage and strengthen client relationships
- Meet clients face to face to discuss investment and lifestyle needs
- Resolve client concerns and queries
Liberty offers a structured training programme, ongoing mentorship and a supportive environment to help you succeed. You will be supported by experienced professionals committed to your growth in the finance industry.
Requirements
- Matric is essential
- A tertiary qualification would be advantageous
- Ability to network and build relationships
- Strong people skills and enthusiasm
- Self-driven and independent
Responsibilities
- Source, develop and cultivate your own client base through networking, referrals and prospecting
- Meet clients in person to provide financial planning advice and solutions
- Provide ongoing financial planning advice to retained clients
- Develop and implement strategies to obtain and manage business opportunities in private and corporate accounts
- Manage and strengthen client relationships
- Resolve client concerns, queries and complaints
Benefits
Career growth opportunities, opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand, opportunity to further your studies, supportive environment, full training and mentorship, rewarding remuneration package
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Hillcrest, Umhlanga; Westville, PMB, Pretoria, Polokwane, Bloemfontein
- Job type
- Full time
- Experience level
- Entry
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This is a fantastic entry point into the financial advice industry, especially if you enjoy working with people and want a career that grows with you. Liberty is a well known name, and the training they offer will help you get started even if you have limited experience. When you apply, make sure your CV shows any customer service, sales or networking experience you have, even from part time or volunteer work. Also mention your matric certificate clearly. In an interview, be ready to talk about why you want to help people manage their money and how you plan to build trust with clients. Show them you are self motivated and ready to learn. Good luck!
How we help you prepare
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