Graduate Financial Adviser

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Job Description

Duties & Responsibilities :


Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business


Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims

Analysing information and preparing plans best suited to individual clients’ requirements

Completing risk analysis

Researching the marketplace and providing clients with information on new and existing products and services

Designing financial strategies

Assisting clients to make informed decisions

Reviewing and responding to clients changing needs and financial circumstances

Promoting and selling financial products to meet given or negotiated sales targets

Desired Experience & Qualification

Skills Required:

• Being a leader. You are driven to be the best and foster the same motivation in your teammates.

• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.

• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.

• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.

• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.



Tertiary Qualification (preferable)

Clear criminal and credit record

Valid driver’s licence

Own vehicle essential


Package & Remuneration :

What you can expect from us…

• Consistent support. Whether it’s through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.

• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance and annuities.

• Solid consumer brand awareness.

• A group of driven, hardworking individuals. Liberty’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities.

Being a part of our Liberty Advisers team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.