Wealth Adviser (Full Training Provided) Johannesburg
Liberty Standard Bank Group · Johannesburg, Gauteng
Overview
Liberty is looking for entrepreneurial people to join their Johannesburg team as Wealth Advisers. You will get full training, mentorship and support to help clients with financial planning, insurance and investments. You need your own car and a laptop, and a clear credit and criminal record. It is a great chance to start a professional finance career with a big name.
About the role
As a Liberty Financial Planner, you will help people take control of their financial future. You will build your own client base, meet clients face to face, and design financial solutions that fit their goals. This role is about building long term relationships and offering expert advice on financial planning, insurance, investments, wills and savings.
You will work in a fast paced environment where you are expected to prospect for new business, attend events, and stay compliant with FAIS regulations. Liberty will provide full training and mentorship so you can get the knowledge and accreditations you need to succeed.
Important: This is a FAIS regulated role. You must have your own car and a valid driver’s license, as well as your own laptop. A clear credit and criminal record is non negotiable.Requirements
- Matric is essential
- Tertiary qualification is a big advantage
- Must have a car and valid driver’s license
- Must have own laptop
- Clear credit and criminal record
- Excellent communication skills in English
- Entrepreneurial mindset with a talent for building client relationships
- Goal driven and self motivated
- Ability to work independently and in a team
Responsibilities
- Build a client base through networking, prospecting and attending high profile events
- Meet clients face to face to understand their financial goals
- Design financial solutions tailored to clients needs
- Offer expert advice on financial planning, insurance, investments, wills and savings
- Identify risks and opportunities for clients
- Maintain and grow long term client relationships with world class service
- Stay compliant with FAIS regulations and keep skills sharp
Benefits
Full training, mentorship and support
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Johannesburg, Gauteng
- Job type
- Full time
- Experience level
- Entry
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply manually
Success Guide
This role is a great start for young South Africans who want to break into financial planning. Liberty is a well known company and they offer full training, so you do not need experience. But you must have your own car, a valid license and a laptop. Make sure your CV shows any customer service or sales experience, and highlight your ability to talk to people and build trust. In an interview, be ready to explain why you are self motivated and how you would find new clients. Also be prepared to discuss your credit and criminal record, as they will check. Show your entrepreneurial spirit and your drive to succeed.
How we help you prepare
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