Financial Adviser

Updated: May 26, 2024 11:06 PM GMT

Liberty Group Ltd

Queensburgh (+4 others)

Introduction

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver

trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our

communities, and achieving success that is mutual.

Liberty is not just our name. It's what we do

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Duties & Responsibilities

Responsibilities:

Build a professional practice under the Liberty brand

Provide financial planning support to clients

Cultivate strong client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Improve people's lives by making their financial freedom possible

Maintain awareness of the latest legislative changes that may affect financial planning

Communicate with clients to learn about their needs and help them achieve their goals

Desired Experience & Qualification

Qualifications:

Matric (essential)

Degree... More Detail