Umhlanga Rocks: 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.

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
• Strong communication skills
• Working knowledge of computer systems
• Ability to build and maintain strong customer relationships
• Professional approach
• Drive and determination to succeed

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