Financial advisor - northwest (talent pool)

Job 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. Internal Stakeholders Expo...