Financial Planner - Liberty Financial Advisers, Durban

  • Durban
  • Salary: Market Related
  • Bonus: yes
  • Commission: yes
  • Job Type: Permanent
  • Posted by Liberty Financial Advisers on Friday, July 12, 2019
  • Reference: Dbn07/19
  • Apply before Tuesday, September 10, 2019 - 54 Days left

Vacancy Details

Employer: Liberty Financial Advisers

Do you have excellent people skills, an entrepreneurial spirit and sales background or experience in the Finance or Insurance industry? Or do you have a tertiary qualification and exposure to a customer service environment. Apply today!

Liberty is a registered financial planning organization advising mid to high net worth individuals and businesses.

Duties & Responsibilities

The purpose of this FAIS role is to help clients organize their finances, projects the results of their savings and investments and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.

Build your own practice by providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationships.

Key Activities:

  • Networking and prospecting to establish and maintain long-term client relationships
  • Conduct detailed financial needs analysis and provide professional advice
  • Achieve sales targets as a result of financial advice provided
  • Create and protect the financial security and wealth of others
  • Assist clients in achieving their financial goals and maintain and grow client portfolios
  • Create and cultivate long-term client relationships and manage your professional practice
  • Remain accredited and up to date with relevant market and industry related subjects


Required Skills

  • sales : 1 to 2 years

Candidate Requirements


Desired Experience, Skills & Qualifications

  • Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage)
  • Proven track record in sales is an advantage
  • Own vehicle and valid driver’s license is essential
  • Ability to work independently
  • Able to network, prospect and build relationships
  • Clear credit and criminal record required
  • Career driven person with strong entrepreneurial drive


You will be provided with:

  • 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
  • Above average commission based income and perks
  • 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
Apply before Tuesday, September 10, 2019 - 54 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.
15 people have applied for this job. 135 people have viewed this job.

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  • Overall Rating


    based on 2 reviews

  • 100%

    would recommend
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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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