Financial Advisor

_**WE ARE RECRUITING**_
- **Position: Financial Advisor**_
- **Location: Randburg, Gauteng**_
- **Remuneration: Commission only**_

A Liberty affiliated client is looking for dynamic and ambitious Financial Advisors to join their growing team

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals.

**GENERAL MUST HAVE**:

- Valid driver’s licence.
- Own reliable vehicle.
- Own laptop.
- Clear credit and criminal record.

**QUALIFICATIONS & EXPERIENCE**
- Diploma or Degree.
- Minimum experience: 3 years in a similar role.
- Sales experience / background is a must have.

**SKILLS REQUIRED**
- In-depth understanding of industry and federal regulations.
- Knowledge of financial options, including investments, loans, savings accounts and stock options.
- Expertise in financial planning and investment strategies.
- Familiarity with securities, mutual fund and insurance industries.
- Advanced ability to analyse and explain market data.
- Proficiency with word processing, spreadsheet, database and financial planning software.
- Analytical thinking skills.
- Ability to assess clients’ needs.
- Excellent communication abilities, including writing, speaking and active listening.
- Effective sales, presentation and customer service skills.
- Good organisation and time management skills.
- Fast learner.
- Problem solving skills.
- Attention to detail.
- Strong leadership skills.
- Ambitious and determined.
- Go-getter personality.
- Money and target driven.

**DUTIES & KNOWLEDGE**

Basic duties include but are not limited to full debtors’, creditors and bookkeeper functions as defined below (in no particular order):

- Meeting with clients to establish their needs.
- Obtain financial statements.
- Using financial statements and legislation to develop financial. plans to maximize profitability or reduce debts.
- Researching investment opportunities for clients.
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
- 3 - 5 meetings per day.
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.
- Securing stocks and bonds and establishing progressive savings accounts.
- Moving money from accounts per industry and federal regulations.
- Performing market research to stay current with financial trends.
- Preparing financial documents, such as income projections and investment reports.
- Maintaining compliance with all rules and regulations in the financial industry.
- Identifying and pursuing potential clients to maintain a strong client base.
- This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned._

Application Question(s):

- Do you have your own reliable vehicle?
- Do you have your own laptop?

**Education**:

- Diploma (required)

**Experience**:

- Financial Advising / Planning: 3 years (required)
- Sales: 2 years (preferred)

License/Certification:

- Driver's Licence (required)