Strategic Financial Advisor
2 weeks ago
We are seeking a highly motivated and ambitious Graduate Financial Adviser to join our team of experienced professionals. As a Graduate Financial Adviser, you will be responsible for providing exceptional client service, building strong relationships, and delivering tailored financial solutions.
Key Responsibilities:
- Client meetings, initial and review, with accurate note-taking and documentation
- Analysis of client data to recommend suitable financial strategies and products
- Effective communication of financial information to clients, including written reports and illustrations
- Scheduling of review meetings with clients, adhering to agreed terms
- Ensuring client files are up-to-date and complete
Benefits:
- Flexible working hours to suit your needs
- Ongoing training and mentorship to support your growth
- Access to specialized support and resources
- Opportunity to join a well-established, secure, and reputable brand
- High commission earnings potential
- Group life benefits
Requirements:
- Matric certificate (essential)
- Degree (preferable)
- RE (highly advantageous)
- Clear credit record
- Clear criminal record
- Strong communication and interpersonal skills
- Able to build and maintain strong customer relationships
- Professional approach and drive to succeed
About Us:
Liberty Standard Bank Group 2 is a leading financial services provider, dedicated to delivering exceptional client experiences and innovative solutions. We value our employees and offer a supportive and inclusive work environment.
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