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Company Careers24 South Africa

Financial Adviser

Liberty Standard Bank Group 2

Salary

Not specified

Location

Durban Northern Suburbs

Role

Financial Adviser

Job type

Not specified

Work setup

Not specified

Closing date

04 Jun 2026

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Job Specification

Searching for ambitious individuals driven to succeed by transforming clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our... <p><strong><span>Qualifications:</span></strong></p> <p><span>Matric (essential)</span></p> <p><span>Degree (preferable)</span></p> <p><span>RE (highly advantageous)</span></p> <p><strong><u><span><span>&nbsp;</span></span></u></strong></p> <p><strong><span>Requirements:</span></strong></p> <p><span>Clear credit record</span></p> <p><span>Clear criminal record</span></p> <p><span>Laptop</span></p> <p><span>Vehicle/access to a vehicle</span></p> <p><strong><span>Skills:</span></strong></p> <p><span>Honesty and integrity</span></p> <p><span>Excellent communication skills </span></p> <p><span>Strong network/social contact</span></p> <p><span>Strong presentation skills </span></p> <p><span>Analytical thought process </span></p> <p><span>Reliability</span></p> <p><span>Previous sales track record</span></p>

Full job details

      Searching for ambitious individuals driven to succeed by transforming clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our team and build a rewarding career where your impact counts.

      Duties:

      1. Assessing Client Financial Needs: Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.
      2. Developing Financial Plans: Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement
      3. Investment Guidance: Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns.
      4. Monitoring Financial Portfolios: Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.
      5. Providing Education and Advice: Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.
      6. Maintaining Compliance: Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.
      7. Building Long-term Client Relationships: Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.
      8. Conducting Market Research: Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.
      9. Risk Management and Insurance Planning: Advising on insurance options and risk mitigation strategies to protect clients' assets and ensure financial security.

       

      These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.

      Benefits:

      Career development and top-notch coaching to take your career to the next level

      Competitive commission structure

      Recognition programs that reward top performance

      Passive income creation

      Flexible working hours

      Opportunity to join a well-established, reputable brand

      A strong suite of tools to enhance your competitive edge

       

      Liberty is not just our name. It's what we do

       

      APPLY NOW

       

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