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Financial Advisor - Pretoria

Financial Advisor - Pretoria

Liberty Group South AfricaPretoria, Gauteng, South Africa
30+ days ago
Job description

Job title : Financial Advisor - Pretoria

Overview

A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives

  • To manage the long-term relationship between and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
  • Identify opportunities to contribute to the growth of the organization.
  • Adhere to policies, procedures and legislative requirements in order to ensure compliance.
  • Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
  • Constantly update own knowledge and expertise in line with products and market and industry trends.
  • Perform reporting to keep the business updated of progress.

Stakeholders

Internal :

  • Exposure to fraud interventions internally to stay compliant with policies and legislation.

    • External :

  • Clients, including (but not limited to) government departments, work sites, individuals and lower- to midmarket segments.

    • Role Requirements

  • Laptop or Tablet (essential)

    • Qualifications

  • Grade 12 (essential)
  • FAIS recognized qualification within 6 years of DOFA

    • Technical Skills

  • Awareness of the industry and financial standings.
  • Good understanding of the current market and trends.
  • Adherence to internal and legislative policies and procedures.
  • Ongoing customer service to endorse current relationships.
  • Presentation abilities in participating in formal and informal engagements.

    • Knowledge

  • Sound knowledge of the industry to display a broad awareness of trends and risks.
  • Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.

    • Experience

  • Telephone and face to face sales experience (Desirable)

    • Deadline : 30th September, 2025

    Other related categories : Accounting / Financial Services jobs

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    Financial Advisor • Pretoria, Gauteng, South Africa