Job Details
Employer: Liberty Financial Advisers

Are you passionate about sales and customer service? Vacancy exists for a driven individual to be trained as a professional Financial Planner.


The purpose of this role is to provide financial planning and investment advice to clients, based on their investment and lifestyle needs and objectives, and to provide the most appropriate risk and investment portfolio for them, whilst identifying potential new business opportunities which also include corporate business and medical aid products. 

We partner with our clients through their life journey, uncovering their financial objectives, then designing plans to achieve them. With a real understanding of a client's personal situation and an appreciation of their responsibilities and future life goals, we can create a uniquely tailored financial plan to help them.
  • Networking and prospecting to establish and maintain long-term client relationships
  • Set up appointments and meet with clients in person
  • Conduct detailed financial needs analysis and provide professional advice
  • 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
Candidate Requirements
  • Tertiary qualification is desirable
  • Valid driver’s license and own reliable transport is essential
  • Previous sales experience would be a strong advantage
  • Excellent communication skills – both written and verbal
  • Clear credit and criminal record is a requirement
Apply before Sunday, October 13, 2019 - 56 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.
4 people have applied for this job. 36 people have viewed this job.
  • Founded
    January, 1957
  • Industry
  • Type
  • Reach
  • 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