Bloemfontein: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

About the Role

We are seeking a talented Graduate Financial Adviser to join our team at Liberty Standard Bank Group 2. As a key member of our organisation, you will have the opportunity to control your own success and make a genuine impact on people’s lives. Our advisers are driven by a responsibility to do what is right and are rewarded directly for their efforts.

Key Responsibilities

• Client meetings, both initial and review
• Recording all relevant information
• Analysing information to recommend suitable strategies and products
• Writing client reports with appropriate and compliant disclosures and illustrations
• Scheduling review meetings with clients in keeping with their agreed terms
• Ensuring that client files are up to date and complete

Requirements

• Clear credit record
• Clear criminal record
• Laptop
• Vehicle/access to a vehicle
• Strong customer relationship-building skills
• Professional approach
• Drive and determination to succeed
• Working knowledge of computer systems
• Sales background and previous experience in financial services (advantageous, but not essential)

Qualifications

Matric (essential)

Degree (preferable)

RE (highly advantageous)

Salary & Benefits

Flexible working hours

Constant training and mentorship

Access to specialised support

Opportunity to join a well-established, secure, and reputable brand

Group life benefits

High commission earning potential

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