Financial Services Professional

4 weeks ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

Unlock Your Potential as a Financial Adviser

Are you a motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to succeed in a dynamic and rewarding career? If so, we invite you to explore the exciting opportunity to become a Financial Adviser with Liberty Standard Bank Group 2.

About the Role

As a Financial Adviser, you will have the opportunity to partner with clients throughout their life journey, uncovering their financial objectives and creating personalized plans to help them achieve their goals. You will work closely with clients to understand their financial situations, needs, and goals, and develop tailored solutions to help them build wealth and achieve financial peace of mind.

Key Responsibilities

  • Build and maintain relationships with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide ongoing support and guidance to clients to ensure they stay on track with their financial plans
  • Stay up-to-date with industry developments and best practices to ensure clients receive the best possible advice

Requirements

  • Grade 12 qualification
  • Clear credit record and no criminal record
  • Entrepreneurial mindset and ability to work independently
  • Exceptional interpersonal skills and ability to build strong relationships with clients
  • Sales ability and tenacity to drive business growth
  • Effective planning, organizing, and time management skills
  • Computer literacy and ability to use financial planning software

What We Offer

As a Financial Adviser with Liberty Standard Bank Group 2, you will receive comprehensive training and support to help you succeed in your role. You will have access to a range of resources and tools to help you build your business and achieve your goals, including:

  • Comprehensive training program to develop your financial planning skills
  • Ongoing mentoring and coaching to support your business growth
  • Access to a range of financial planning software and tools
  • Opportunities for professional development and advancement

Join Our Team

If you are a motivated and ambitious individual with a passion for helping others achieve their financial goals, we invite you to apply for this exciting opportunity to become a Financial Adviser with Liberty Standard Bank Group 2.



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