Career Advancement Opportunity for Results-Oriented Financial Professional

2 months ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Job Summary

We are seeking a skilled and ambitious Financial Adviser to join our team at Liberty Standard Bank Group 2. As a key member of our organization, you will play a crucial role in providing expert financial guidance to clients, helping them achieve their goals and secure their financial futures.

About Us

At Liberty Standard Bank Group 2, we pride ourselves on being a world-class career opportunity that offers endless possibilities for growth, learning, and development. Our company is dedicated to delivering exceptional service and creating lasting relationships with our clients.

Key Responsibilities

The ideal candidate will be responsible for:
  • • Building and maintaining strong client relationships through regular meetings and reviews

    • Analyzing client information to recommend suitable strategies and products

    • Creating comprehensive client reports with accurate and compliant disclosures and illustrations

    • Scheduling review meetings with clients as per agreed terms

    • Ensuring client files are up-to-date and complete

Requirements

To be successful in this role, you will need:
  • • A Matric qualification (essential)

    • A Degree qualification (preferable)

    • RE certification (highly advantageous)

    • A clear credit record and criminal record

    • Strong communication and sales skills

    • Ability to work with computer systems

    • Drive and determination to succeed

Benefits

As a Financial Adviser at Liberty Standard Bank Group 2, you can expect:
  • • Flexible working hours to suit your needs

    • Ongoing training and mentorship to enhance your skills

    • Access to specialized support and resources

    • Opportunity to earn high commissions based on business written

    • Group life benefits for added security and peace of mind

    • The freedom to write your own cheque, literally Earn based on your performance and dedication.


Salary Range

We offer an attractive salary range of R500,000 - R800,000 per annum, commensurate with experience and qualifications.

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