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Financial Adviser

Umhlanga
Salary: Market Related (Negotiable)
Job Type: Permanent
Sectors: Insurance
Benefits: Medical Aid Pension
Reference: 2272236

Apply before Jun 06 2025 | 45 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group 2

Unlock Your Potential: Become a Financial Planner

Do you have a business mindset and a drive for success? Ready to turn your passion for entrepreneurship into a fulfilling career in finance? As a Financial Planner with us, you'll build your own business while helping others achieve financial freedom. Step into a dynamic role where every day brings new opportunities for growth, innovation, and impact.

What You’ll Do:

Proactively network and prospect to grow your client base.
Meet with clients in person
Build strong, lasting relationships with new and existing clients.
Provide expert financial planning advice to individuals and businesses.
Ensure full compliance with FAIS and FICA regulations.
Establish and grow your own professional practice under the trusted Liberty brand.

If you’re a motivated sales professional who thrives on closing deals and building relationships, this is your chance to take your career to the next level.

Required Skills

Sales: 2 to 3 years
Negotiation Skills: 2 to 3 years
Networking Ability: 2 to 3 years

Candidate Requirements

Required Skills

Sales: 2 years +

Candidate Requirements

A strong passion for business or finance, with insight into the challenges and rewards of entrepreneurship and building your own business

Tertiary qualification is highly preferential, Matric is essential
A minimum of three years full-time working experience in a client facing environment is required
Previous experience in an external sales environment is a very strong advantage.
Own vehicle and valid driver's license is a non-negotiable requirement
Own laptop and good computer skills
Ability to network, prospect, negotiate and build relationships
Ability to work independently and meet deadlines
Clear credit and criminal record is essential
Proactive career driven person with strong business acumen.

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6 people have applied for this job. 158 people have viewed this job.

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.