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Financial Adviser

Liberty FA
Umhlanga Rocks Umhlanga, KwaZulu-Natal eThekwini, South Africa
Closing date
Jun 26, 2024

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Job Role
Contract Type
Full Time
JOIN an opportunity aimed at enhancing your Career.

Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success.

The Financial Adviser in training will learn to build their practice with the learning from the support and grooming of Sales Managers, experienced Financial Advisers, and will receive training from the Training Team. The Adviser will balance new client development, sales activities, customer service and compliance with personal and professional growth and development. They will also provide clients with sound financial advice and service them.

Job Objectives:

Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.

Conduct detailed clients' financial needs analysis and provide professional advice

Create and protect the financial security and wealth of clients

Assist clients in achieving their financial dreams and maintain client portfolios

Create and cultivate relationships with clients

Provide excellent service orientation and frequent contact with clients

Essential Duties and Responsibilities:
Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):

Completes required training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.

Meets production targets that impact overall company revenue goals.

Demonstrate proficiency in the use of Liberty tools and systems.

Develops a book of business consistent with Libertys standards.

Provides a high level of client service.

Manages the full scope of a client relationship by evaluating the clients financial needs, investment opportunities, and insurance needs.

Develops client pipeline by prospecting, networking, engaging in initiatives.

Recommends financial solutions based on client needs.

Seeks expertise in internal resources to identify opportunities and solutions for clients.

Maintains appropriate record-keeping and supervision files.

Stays abreast of products, industry rules and regulations, and financial planning.

Performs other duties and responsibilities as assigned.


Qualification & Requirements

Completed matric-related qualification in marketing, business, law, economics, investments, risk management etc

Own Laptop.

At least 1year sales experience Advantageous.

Clear Credit rating

No Criminal record


Skills & Attributes:

Impeccable work ethics.

Ability to work autonomously.

Effective Marketing and Networking Skills.

Ability to plan and manage time effectively.

Excellent communication and interpersonal skills.

Target Driven.

Computer literate.



Relationship building skills

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