Job Description

Professional Financial Planner Liberty JHB North and West
Financial Adviser
Professional Financial Adviser
Finance, Insurance and Investments
If you are an exceptionally driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent Liberty.
This is an opportunity to advance your career within one of the major financial services companies in South Africa.
Liberty offers a structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of specialists and professionals committed to helping you succeed and establish a successful and professional career in the finance industry.
Career Growth
xc2xb7 Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand
xc2xb7 Opportunity to further your studies
xc2xb7 Supportive environment to allow you to focus on providing excellent customer service and growing your client base
xc2xb7 Full training and mentorship
xc2xb7 Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists ect
xc2xb7 Continuous and on-going in-house training and development
xc2xb7 Recognition monthly and annually incentives and rewards
xc2xb7 Opportunities for advancement and growth
Providing holistic financial planning advice to private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop and Implement strategies, and manage individual and corporate relationships
Key Accountabilities:
xc2xb7 Source, develop and cultivate your own client base by networking, referrals and prospecting
xc2xb7 Meet clients in person to provide them with financial planning advice and solutions
xc2xb7 Providing on-going financial planning advice to retained clients
xc2xb7 Develop and implement strategies to obtain an manage business opportunities arising within
xc2xb7 Private and Corporate accounts
xc2xb7 Manage and strengthen relationships
xc2xb7 Resolve client concerns, queries and complaints
Job Requirements:
Matric is essential
A Tertiary qualification is desirable
Own Vehicle and a valid drivers licence is a absolute must
Ability to work independently
Able to network, prospect and build relationships
Clear criminal and credit record
Career driven person with strong entrepreneurial drive
Benefits and Remuneration To be discussed in interview