Liberty is Recruiting Financial/Wealth AdvisorLiberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial AdvisorsDuties and Responsibilities:Prospecting and closing of new businessNetworking to obtain new clientsAdvising clients on what is needed to meet their financial goalsMaintaining of existing business and servicing existing clientsDeveloping and presenting financial planning recommendationsMaintain and adhere to providing a holistic approach to financial adviceEstablishing and defining a professional relationship with clientsDoing Financial Needs Analysis daily to give quality adviseAnalysing and evaluating of financial informationStaying connected with clients constantly and providing services as clients enter different stages of their livesSetting up meetings to see clientsDesired Experience & QualificationExperienceThe successful candidate will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary servicesFormal education and qualifications as a minimum requirement· Matric· Successfully completed the Class of Business exam· Successfully completed the Regulatory Exam for representatives (RE5) exam· Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)· Currently registered with the Financial Sector Conduct Authority as a full representative· Must be computer literate· Must have excellent negotiation and presentation skills and possess the ability to realise deals· Must have high initiative and entrepreneurial skills and must be able to work independently· Own transportInherent requirements and skills applicable to this vacancy· Excellent analytical skills· Excellent communication skills· A sound understanding of various financial policies, products and portfolios· Passionate about customer care· Ability to work independently· Attention to detail· Innovative, outgoing and a dynamic personaPackage & RemunerationTo be discussed during the interview process and to be based on commission structure.
