- Western Cape
- Salary: R10 000.00 Per Month
- Commission: Uncapped (70% - 90%)
- Job Type: Permanent
- Sectors: Accounting Banking Sales
- Benefits: Medical Aid Pension Bonus Training R10 000.00
- Reference: FJ2024_12
Vacancy Details
Employer: Liberty Standard Bank Group
- Gathering your Clients’ financial information
- Jointly setting financial goals
- Analyzing the financial situation
- Developing a financial plan
- Implementing the agreed financial plan
- Monitoring the financial plan and making adjustments as needed
If you want to enter the Wealth Management Industry, then a Liberty Financial Advisor Graduate Career Opportunity is probably one of the best things that you can do
At Liberty, we pride ourselves in our personalised approach to holistic Financial Planning.
With more than 65 years of experience, our aim is to continually develop professional Financial Planners who offer Clients’ peace of mind, knowing that their Individual/Families/Companies/Assets are financially sound and secure in an everchanging world.
What does a Financial Adviser do:
By taking the time to truly understands the wants, needs and dreams a client holds dear, a Financial Advisor can become a lifelong partner who helps their clients live their best lives
We take your development seriously…
· Phase 1 – 3 completed within 24 Months
· Product accreditation
· One-on-ones
· Achieve industry specific qualification
· Joint calls
· Activity meetings
· Branch meetings
· Business seminars
· Teaming
· Mentorship
· Supervision
Required Skills
- Building Relationships: 1 to 2 years
- Prospecting New Clients: 1 year or less
- Sales Abilities: 1 to 2 years
Candidate Requirements
Create and protect the financial security and wealth of others by conducting detailed financial needs analysis and proving professional advice to assist people to achieve their financial dreams and maintaining client portfolios by creating and cultivating relationships with others.
Minimum Requirements
· Matric - Tertiary Qualification an advantage
· Clear ITC/Criminal record
· Reliable vehicle
· Valid driver's license
· RSA Citizenship
· Established network to derive business from
· Previous sales experience and/or a proven competency in sales and persuasiveness
26 people have applied for this job. 659 people have viewed this job.
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