Senior Financial Advisor

1 month ago


Johannesburg, Gauteng, South Africa Liberty Full time

Unlock Your Financial Potential with Liberty

At Liberty, we're committed to helping you achieve your long-term financial goals. As a seasoned Financial Planner, you'll play a vital role in shaping the financial futures of our clients.

Key Responsibilities:

\t* Conduct thorough financial needs assessments to understand clients' objectives and risk tolerance

\t* Develop and implement personalized financial plans to help clients achieve their goals

\t* Provide expert advice on insurance coverage, investment planning, and cash management

\t* Regularly review clients' financial data to identify areas for improvement

\t* Prepare and interpret financial document summaries, investment performance reports, and income projections

\t* Manage and update clients' portfolios to ensure optimal performance

\t* Build and maintain a strong client base through exceptional service and communication

Requirements:

\t* Matric qualification

\t* 2 years of sales experience

\t* RE 5 or FAIS qualification (advantageous but not essential)

\t* Own car and valid driver's license

\t* Laptop and reliable internet connection

\t* Strong network of clients and business contacts

Join Liberty and take the first step towards a rewarding career in financial services.



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