Job Details
Employer: Liberty Financial Advisers

 

Graduate Financial Planners

 

Liberty offers a structured, proactive training programme for Graduates. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the Financial Sector under the Liberty Banner.

 

Duties

 

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

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

 

• 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

 

Candidate Requirements

 

Requirements

 

 

 

Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing, Business)

 

• 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

 

 

 

This position reports to: Branch Manager Apply before Monday, January 6, 2020 - 28 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.
Hot Job 248 people have applied for this job. 996 people have viewed this job.
  • Founded
    January, 1957
  • Industry
    Finance
  • Type
    Corporate
  • Reach
    International
  • Size
    5000 to 10000 employees
We are one big family We know how to have fun along the way: working here does not feel like a job. Certified Financial Planner Cape Town

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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