Liberty are searching for people who are determined to make a successful career as a Financial Adviser. Successful Advisers are competitive individuals who pride themselves in excellence in everything they do.
We specialise in all aspects of personal financial planning, wealth protection and creation.
We pride ourselves in our culture, team and the passion that we have to improve the lives of people. This is reflected in the people in our business, the satisfaction of our clients and the long-standing relationships we continue to nurture.
You will enjoy the autonomy of being responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.
Duties will include but will not be limited to:
Client meetings, both initial and review, recording all relevant information
Analysing information to recommend suitable strategies and products
Writing client reports with appropriate and compliant disclosures and illustrations
Scheduling review meetings with clients in keeping with their agreed terms
Ensuring that client files are up to date and complete
Able to build and maintain strong customer relationships
Drive and determination to succeed
Strong communication skills
Working knowledge of computer systems
Sales background, previous experience in financial services would be advantageous, but not essential.
Flexible working hours
Constant training and mentorship
Access to specialised support
Opportunity to join a well-established, secure and reputable brand
Opportunity to write your own cheque (earnings based on business written)