Wealth Planner / Financial Planner - Liberty Life Group - Liberty Financial Advisers, Durban

  • Durban
  • Salary: Market Related
  • Commission: yes
  • Job Type: Permanent
  • Posted by Liberty Financial Advisers on Tuesday, April 7, 2020
  • Reference: copy-WP1
  • Apply before Saturday, June 6, 2020 - 9 Days left

Vacancy Details

Employer: Liberty Financial Advisers

Professional Financial Adviser

Finance, Insurance, and Investment

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 proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.

Please Note: This position is based in Durban, KZN.


Provide 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:

• Source, develop and cultivate your own client base by networking, referrals and prospecting

• Meet clients in person to provide them with financial planning advice and solutions

• Provide on-going financial planning advice to “retained” clients

• Develop and implement strategies to obtain and manage business opportunities arising within

Private and Corporate accounts

• Manage and strengthen relationships

• Resolve client concerns, queries and/or complaints

Career Growth

• Opportunity to establish yourself as a financial professional and build your own practice

under the Liberty brand

• Opportunity to further your studies

• Supportive environment to allow you to focus on providing excellent customer service and

growing your client base

• Full training and mentorship

• Corporate environment and big company presence, branding and advertising, marketing

material, IT and admin support, product specialists etc.

• Continuous and on-going In-house training and development

• Recognition - monthly and annual incentives and rewards

• Opportunities for advancement and growth

Required Skills

  • business development : 1 to 2 years
  • sales : 1 to 2 years
  • banking & finance : 1 year or less

Candidate Requirements

Job Requirements

• Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or

Business Management are a strong advantage)

• Own vehicle and valid driver’s license is an absolute requirement

• Ability to work independently

• Able to network, prospect and build relationships

• Clear credit and criminal record

• Career driven person with strong entrepreneurial drive

This position reports to: Branch Manager Apply before Saturday, June 6, 2020 - 9 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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Best things: I left a permanent position to join Liberty as a contractor-a huge risk. I never believed in my abilities until I joined Liberty. Not only am I remunerated well for performing what I was contracted to do but I am hugely incentivised to overperform. Liberty is built on trust. What you put in you will get out. Without a doubt #thebestcompanytoworkfor

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