Pietermaritzburg: 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 make a genuine impact on people’s lives and be directly rewarded for your efforts. Our advisers are known for their care and responsibility, and we’re looking for someone who shares these values.

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
• Skills:
• Able to build and maintain strong customer relationships
• Professional approach
• Drive and determination to succeed
• Strong communication skills
• Working knowledge of computer systems
• A sales background and previous experience in financial services would be 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