Professional Financial Adviser

About the role

Liberty Standard Bank Group is seeking a motivated Professional Financial Adviser to join its Gauteng team. You will work with private and business clients, delivering comprehensive financial planning and building lasting relationships.

Key responsibilities

• Provide holistic financial planning advice to private and corporate clients.
• Identify new business opportunities and develop strategies to capture them.
• Source, develop and cultivate a personal client base through networking, referrals and prospecting.
• Meet clients in person to present tailored financial solutions.
• Deliver ongoing advice to retained clients and manage their portfolios.
• Strengthen and maintain relationships with existing clients.
• Resolve client concerns, queries and complaints promptly.

Required profile

• Matriculation certificate (essential).
• Tertiary qualification (advantageous).
• Strong networking ability and interpersonal skills.

Required skills

What we offer

• Opportunity to build your own practice under the Liberty brand.
• Structured training programme and mentorship.
• Support for further studies and career growth.
• Supportive environment focused on customer service.
• Rewarding remuneration package.