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Umhlanga: Graduate Financial Adviser – High Commission Earning Potential posted by Liberty Life – Durban

Graduate Financial Adviser – High Commission Earning Potential

Posted on 2025-01-27

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Category Insurance And Investments

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Job Summary

We are looking for talented people who want to control their own success. Our advisers have a genuine care for people and a responsibility for doing what is right. If you desire to be directly rewarded for your efforts, make a difference in peoples lives, and be in a career that offers growth, please contact us directly.This is more than a world-class career opportunity that gives you endless opportunities for learning, development, and progression. Youll work with clients from the start that have a genuine impact. We specialise in all aspects of personal financial planning, wealth protection, and creation.You will enjoy the autonomy of being responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.Qualifications:Matric (essential)Degree (preferable)RE (highly advantageous)

Requirements:

Clear credit recordClear criminal recordLaptopVehicle/access to a vehicleDuties will include but will not be limited to:Client meetings, both initial and review, recording all relevant informationAnalysing information to recommend suitable strategies and productsWriting client reports with appropriate and compliant disclosures and illustrationsScheduling review meetings with clients in keeping with their agreed termsEnsuring that client files are up to date and completeSkills:Able to build and maintain strong customer relationshipsProfessional approachDrive and determination to succeedStrong communication.
Graduate Financial Adviser – High Commission Earning Potential position available in Kwazulu-Natal, Umhlanga. This job position was posted by Liberty Life – Durban. The job has been posted as a free ad on 2025-01-27 at 13:11:00 in the Insurance And Investments category

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