Graduate Financial Adviser - Liberty FA, Morningside

  • Morningside
  • Salary: Market Related
  • Benefits: Medical Aid, Pension, Training, training and development, flexible working hours, group life cover, challenges,,
  • Commission: High commission earning potential
  • Job Type: Permanent
  • Sectors: Insurance, Sales, Finance
  • Posted by Liberty FA on Sunday, June 28, 2020
  • Reference: LIB - 05
  • Apply before Thursday, August 27, 2020 - 43 Days left

Vacancy Details

Employer: Liberty FA

Do you feel like your career has stagnated and that you need a new challenge?

It’s time to stop searching and read on, as this might be the opportunity you are looking for.


Contacting clients and setting up meetings, either within an office environment or in clients' homes or business


Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

Analysing information and preparing plans best suited to individual clients' requirements

Completing risk analysis

Researching the marketplace and providing clients with information on new and existing products and services

Designing financial strategies

Assisting clients to make informed decisions

Reviewing and responding to clients changing needs and financial circumstances

Promoting and selling financial products to meet given or negotiated sales targets



Unlimited earning potential

Flexible work schedule

Training, supervision and mentorship

Competitive commission based on achieving set sales targets

Passive income creation



This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking to

enhance your career, we encourage you to apply today.


Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB


Liberty is not just our name. It's what we do

Required Skills

  • negotiation : 1 to 2 years
  • prospecting : 1 year or less
  • influencing : 1 year or less

Candidate Requirements

Qualifications include:

Matric (essential)

Degree (preferable)




Clear credit record

Clear criminal record

Valid driver's licence

Own vehicle essential



Excellent communication, interpersonal and listening skills

The capability to explain complex information simply and clearly

The ability to network and establish relationships with clients

Research and analytical skills

Negotiation and influencing skills as well as determination and tenacity

The ability to work in a team

Time management skills

A target driven mindset

Discretion and an understanding of the need for client confidentiality

An ethical and professional approach to work

This position reports to: Branch Manager Apply before Thursday, August 27, 2020 - 43 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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About Liberty FA

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.