Description:
Liberty is Recruiting Financial/Wealth Advisor
Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors
Duties and Responsibilities:
Prospecting and closing of new business
Networking to obtain new clients
Advising clients on what is needed to meet their financial goals
Maintaining of existing business and servicing existing clients
Developing and presenting financial planning recommendations
Maintain and adhere to providing a holistic approach to financial advice
Establishing and defining a professional relationship with clients
Doing Financial Needs Analysis daily to give quality advise
Analysing and evaluating of financial information
Staying connected with clients constantly and providing services as clients enter different stages of their lives
Setting up meetings to see clients
Desired Experience & Qualification
Experience
The successful candidate will have at least two (2) or more years’ experience as a representative rendering Financial Advice and Intermediary services
Formal education and qualifications as a minimum requirement
· Matric
· Successfully completed the Class of Business exam
· Successfully completed the Regulatory Exam for representatives (RE5) exam
· Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
· Currently registered with the Financial Sector Conduct Authority as a full representative
· Must be computer literate
· Must have excellent negotiation and presentation skills and possess the ability to realise deals
· Must have high initiative and entrepreneurial skills and must be able to work independently
· Own transport
Requirements:
Inherent requirements and skills applicable to this vacancy
· Excellent analytical skills
· Excellent communication skills
· A sound understanding of various financial policies, products and portfolios
· Passionate about customer care
· Ability to work independently
· Attention to detail
· Innovative, outgoing and a dynamic persona
Package & Remuneration
To be discussed during the interview process and to be based on commission structure.