Strategic Financial Advisor

2 months ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Unlock Your Potential as a Graduate Financial Adviser

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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