Professional Advisor

2 weeks ago

Johannesburg, Gauteng, South Africa EQ-FIN Full time

We at Liberty Life are thrilled to offer you an exciting opportunity to grow your career with our company. As a Financial Planner at Liberty Life, you can expect to receive a range of benefits and opportunities that make our value proposition truly unique.

  • We welcome individuals without prior industry experience, meaning that you can join our team regardless of your background. This opens up a world of possibilities for you to build your skills and expertise within our company.
  • As a financial planner at Liberty Life, you can look forward to up to seven different income streams from services rendered to clients. Our professional and efficient office support is here to help you every step of the way, from managing administrative tasks to ensuring that you have the tools and resources you need to excel.
  • Our commitment to ongoing training and mentorship is another key benefit of working with us. You will have access to inhouse training facilities to keep you up to date on product innovation and knowledge. Additionally, we provide access to Liberty product specialists, allowing you to stay ahead of industry trends and provide your clients with the best possible service.
  • We are an entrepreneurial environment that enables you to build your own business and benefit from ultracompetitive commission structures that reward proactive, tenacious advisors. You will also have access to a beautifully designed and professional environment to bring your clients to.
  • At Liberty Life, we are proud of the support we offer to our financial planners. Our boutique environment provides you with the support you need while also allowing you to thrive in a dynamic company. With our analysis on the latest changes in the industry and seminars and conferences with industry leaders, you can stay ahead of the curve and grow your business.

As a Wealth Planner at Liberty Life, your job is to help people achieve their financial goals

Here's what that means:

  • You'll work directly with clients to figure out what they want to achieve financially, and then help them come up with a plan to get there. This involves talking to clients in person, understanding their needs and goals, and coming up with a customized plan just for them.
  • You'll educate clients about all aspects of personal finance, from budgeting and managing debt to insurance, saving and investing, education planning, and retirement planning. You'll need to be able to explain complex concepts in a way that's easy for anyone to understand.
  • You'll create personalized financial plans for clients, and then check in with them regularly to make sure they're on track to meet their goals. If they're not, you'll work with them to adjust their plan as needed.
  • You'll recommend financial solutions based on your clients' goals and plans. This might include investment products, insurance policies, or other financial products.
  • You'll need to keep all client information confidential and secure, to protect their privacy and ensure their trust in you.
  • You'll build longterm relationships with your clients, helping them stay on track to meet their goals and earning their trust and loyalty over time.
  • You'll need to handle client complaints and problems, working with them to find solutions and keep them happy.
  • You'll need to stay uptodate on the latest financial products, regulations, and best practices, so you can provide the best possible service to your clients.
  • You may need to market yourself and your services to attract new clients, either through networking, public speaking, or other outreach efforts.

Benefit of being a Wealth Planner in South Africa right now:

  • High demand for financial planning services: South Africa has a growing middle class, which means that there is a high demand for financial planning services. As a Wealth Planner, you'll have plenty of opportunities to work with clients and build your business.
  • Opportunities for specialization: South Africa has a complex financial landscape, with unique challenges and opportunities that require specialized knowledge. As a Wealth Planner, you may have the opportunity to specialize in areas such as retirement planning, estate planning, or tax planning, among others.
  • Access to diverse investment options: South Africa has a welldeveloped financial sector, with a variety of investment options available to investors. This means that as a Wealth Planner, you can offer your clients a range of investment options that suit their needs and preferences.
  • Potential for a lucrative career: As in many other countries, there is potential for Wealth Planners in South Africa to earn a good income, particularly as they gain experience and build a strong client base.
  • Fulfilling work that makes a difference: As a Wealth Planner, you'll be helping your clients achieve their financial goals and build a better future for themselves and their families. This can be incredibly fulfilling work that makes a real diff

  • Finacial Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa GDS Financial Advisor Services Full time

    We are looking for Financial Advisors to join our team of insurance brokers. As a Financial Advisor, your main role will involve offering financial guidance to clients. Your responsibilities will include assisting clients in planning and reaching their financial objectives by evaluating their financial status and suggesting suitable products and services to...

  • Professional Independent Financial Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa 1.618 Financial Services Full time

    Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

  • Professional Practice Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionHello future Professional Practice AdvisorFirstRand believes that its people are its single most important resource and will not operate in a sector unless it has people who are right for that market and who share FirstRand's business values. We recruit self-starters who have a passion for what they do. We empower them, hold them accountable...

  • Head- Medical Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Medical Placements Full time

    The incumbent's role is to be the central player in the Clinical Advisory Services area to identify and ensure that optimal clinical decision making is made on every escalated case. The individual is directly responsible for aligning the teams within the division to fulfil strategic clinical needs within these sectors. Identifying and establishing best...

  • Appointment Setter for Financial Advisor(Remote)

    2 weeks ago

    Johannesburg, Gauteng, South Africa Independent Financial Advisor Full time

    We are looking for a cold calling agent/appointment setter with a proven track record of setting up meetings for potential clients. This position is also open for students and entry level graduates with minimum experience and looking to get industry experience.The following characteristics and level of experience is required:The ability to work independently...

  • Financial Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Prestige IFA Jobs Full time

    My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...

  • Technical Advisor: Clinical

    2 weeks ago

    Johannesburg, Gauteng, South Africa Anova Health Institute NPC Full time

    Minimum qualifications and experience: Tertiary qualification (Degree) in a healthrelated field Registration as a Professional Nurse with the South African Nursing Council Clinical Assessment Treatment & Care (Nurse Clinician) NIMART trained and certified competency Certificate in PC 101/Adult Primary Care and IMCI Quality Improvement Advisor Course or other...

  • Medical Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Novo Nordisk Full time

    Are you motivated by creating visible results? Are you enthusiastic about understanding the business and the people and driving innovation for the life-changing benefit of patients? Then, this is your moment to take the next step in your professional development in a globally expanding company. Join Novo Nordisk as Medical Advisor or Regional Medical Advisor...

  • Remote Financial Advisors Jhb

    2 weeks ago

    Johannesburg, Gauteng, South Africa Job Crystal Full time

    A financial planning group is looking for a results-driven Financial Advisor to be responsible for providing financial advice to clients on retirement planning, investing for the future, saving for education, and life insurance protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with...

  • Financial Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Rebel Hunters Recruitment Full time

    Is your job sending you on vacations to your backyard or Budapest?Our client is looking for self-motivated, ambitious and resilient Financial Advisors to start with their team.Thrive in a supportive, entrepreneurial environment with growth opportunities, flexible arrangements, and maximized earnings. Join us to build lasting relationships across our diverse...

  • Customer Care Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa beBee Professionals Full time

    Job Offer:beBee Professionals is looking for a Customer Care Advisor to join our team in Johannesburg. The successful candidate will be responsible for providing excellent customer service and support to our clients.The ideal candidate should have a minimum of two years of customer service experience, excellent communication and interpersonal skills, and the...

  • International Financial Advisor South Africa

    2 weeks ago

    Johannesburg, Gauteng, South Africa Prestige Ifa Jobs Full time

    Our client is seeking career driven individuals with an established network/portfolio to join their thriving Wealth Management team in Johannesburg. Candidates from Carrick Wealth, Brite Advisors, Sable International, Holborn Assets, St James Global and others are welcome to discretely inquireOur client is ever expanding and they are looking for individuals...

  • Junior Legal Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Headhunters Full time

    Our client based in Johannesburg, an authorized Financial Service Provider, is currently looking to employ a Sesotho / Setswana / Sepedi speaking Junior Legal Advisor.An exciting career opportunity awaits you Requirements: Must be an Admitted Attorney of the High Court.Microsoft Word and Outlook proficiency essential.Must have one of the following...

  • Junior Legal Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Headhunters Full time

    Our client based in Johannesburg, an authorized Financial Service Provider, is currently looking to employ a Sesotho / Setswana / Sepedi speaking Junior Legal Advisor.An exciting career opportunity awaits youRequirements:Must be an Admitted Attorney of the High Court.Microsoft Word and Outlook proficiency essential.Must have one of the following...

  • Energy Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Are you passionate about renewable energy and eager to guide customers toward sustainable solutions?We're seeking a dedicated Energy Advisor to join our team and represent Company's with excellence. As an Energy Advisor, you'll play a pivotal role in advising customers on the most suitable solar solutions for their homes, ensuring their needs are met while...

  • Service Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Bonafide Human Capital (Pty) Ltd Full time

    Our well known automotive dealer client based in Ekurhuleni currently holds a vacancy for a Service Advisor with Ford experience.The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost-effective...

  • Sales Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Smollan Full time

    We're on the lookout for an experienced Sales Advisor with knowledge and understanding of appliance, home, outdoor, tech products and brands to be based in JHB CBD.As a Sales Supervisor you will be responsible for:Record Keeping Customer Service and Expert advice Achievement of Sales Targets Build relationship with store sales agents to create referralsTo...

  • Junior Legal Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa HeadHunters Full time

    Reference PE002232/CVLocation Gauteng, JHB Northern SuburbsSalary Interval MonthlyPackage NonenegotiableDescriptionOur client based in Johannesburg, an authorised Financial Service Provider, is currently looking to employ an Afrikaans speaking Junior Legal Advisor.An exciting career opportunity awaits youRequirements: Must be an Admitted Attorney of the High...

  • Education Legal Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa beBee Professionals Full time

    BeBee Professionals is looking for an experienced Education Legal Advisor to join our team in Johannesburg.The successful candidate will be responsible for providing legal advice and support to the Education Department, ensuring compliance with applicable laws and regulations.The ideal candidate should have: A degree in Law At least 5 years of experience in...

  • Cutural Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa LaVida Creation Full time

    Job Title: Cultural Advisor - Specialising in Setswana Culture and TraditionsLocation: JohannesburgAbout Us:We are a dynamic and innovative television production company dedicated to creating compelling and culturally authentic content for our audiences worldwide. As we embark on our latest television series project, we are seeking a highly knowledgeable and...