Graduate Financial Adviser

Western Cape Remote
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Finance Graduate
Benefits: Medical Aid Pension Training Parking
Reference: copy-1856003

Apply before Jan 03 2025 | 40 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group 2

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises

Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

Analysing information and preparing plans best suited to individual clients' requirements

Completing risk analysis

Researching the marketplace and providing clients with information on new and existing products and services

Designing financial strategies

Assisting clients to make informed decisions

Reviewing and responding to clients changing needs and financial circumstances

Promoting and selling financial products to meet given or negotiated sales targets

Candidate Requirements

Qualifications include:

Matric (essential)

Degree (preferable)

Requirements:

Laptop

Clear credit record

Clear criminal record

Valid drivers licences + Own vehicle

Skills:

Excellent communication, interpersonal and listening skills

The capability to explain complex information simply and clearly

The ability to network and establish relationships with clients

Research and analytical skills

The ability to work in a team

Time management skills

A target driven mindset

Discretion and an understanding of the need for client confidentiality

An ethical and professional approach to work

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About Liberty Standard Bank Group 2

At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day.

Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products.

Our thirst for knowledge is embodied by a group of outstanding people who give our clients the tools and advice needed to achieve success.

Why we are in business:
To pioneer new ways and guide people towards financial freedom.

Our purpose:
To make a difference in people’s lives.

Our impact:
What we do changes people’s realities.

Our vision:
To be the trusted leader in insurance and investment in Africa and our chosen markets.

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