Financial Adviser
3 weeks ago
**Financial Adviser Opportunities - Midrand**
An opportunity exists for an experienced Adviser to take their career to the next level. Alternatively, for an entrepreneurial-minded individual, as we offer full training to start a career as a Financial Planner. If you have the drive to succeed, we have the experience and skills to equip you to exceed your own expectations.
**Our Philosophy**
Liberty understands the value of knowledge and its power to change realities when set in action. Through Envestpro, a Liberty Affiliate, you have the ability to create personal wealth while positively impacting on your client’s financial well-being. Our unique approach to Financial Planning builds long-term client relationships.
**The Ethos of Envestpro**:
We foster a culture of shared success and mentorship.
We will guide you through training and accreditation to give you the best foundation to launch your successful career as a Financial Planner.
**Our Commitment**
- Office infrastructure at our branches at no cost
- We will give you 100% commitment and support
- We will help you with compliance and administration
- We lead with motivation and positivity
- Access to continuous training and development
- Success will be rewarded through high commission structures, bonuses and incentives
- Mentorship as long as individually required
- A multi-phased training programme
- Effective and smooth on-boarding process
- An eco-system to support all your clients’ financial needs
- Support structure to resolve queries
- Access to a wealth of knowledge and guidance (product specialists)
- Technologically advanced financial planning tools
- Access to corporate marketing with includes a social media strategy
**What the job entails**:
- Prospecting and developing new business
- Constant interacting with clients, and closing of sales
- Compiling a comprehensive Needs Analyses
- Recommending solutions
- Maintaining relationships with your clients
**Minimum Requirements**
- Grade 12
- Tertiary qualification will be advantageous
- No criminal record
- Laptop
- FIAS Compliant, if an applicant has previous industry experience
- Own vehicle
**Skills required**:
- Entrepreneurial mind-set
- Good communication skills
- Ability to prospect for new business and build and networking
- Ability to work independently
- Good planning and organising skills
- Time management skills
- Innovating and the ability to come up with new marketing strategies
- Contribute to our positive work environment
**Education**:
- Certificate (preferred)
**Experience**:
- Salesforce: 5 years (required)
**Language**:
- English (required)
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