Financial Adviser

Description:

Are you an ambitious, entrepreneurial-minded individual with a passion for financial planning and guiding clients toward their financial goals? FinSteward, an affiliate of Liberty and Envestpro, is looking for a driven and dynamic Financial Advisor to join our team. We value individuals with strong networks, analytical acumen, and a dedication to client satisfaction. If you’re excited by the prospect of building a thriving financial practice, we’d love to meet you!

Note: We welcome individuals new to the financial advisory field, as we provide extensive training and infrastructure to support you in building a successful business.

Key Responsibilities:

• Provide tailored financial advice aligned with clients' needs and goals
• Build and maintain a reliable client base through proactive prospecting and relationship management
• Analyze financial data to recommend appropriate financial products and strategies
• Offer a comprehensive range of financial services, including insurance, investments, and savings solutions
• Build trust through ongoing client engagement, ensuring satisfaction and growth
• Adhere to industry standards and regulations for compliant and ethical practice
• Engage in regular training and development sessions to advance your skills

Requirements:

• Provide tailored financial advice aligned with clients' needs and goals
• Build and maintain a reliable client base through proactive prospecting and relationship management
• Analyze financial data to recommend appropriate financial products and strategies
• Offer a comprehensive range of financial services, including insurance, investments, and savings solutions
• Build trust through ongoing client engagement, ensuring satisfaction and growth
• Adhere to industry standards and regulations for compliant and ethical practice
• Engage in regular training and development sessions to advance your skills

• Minimum Requirements:

  • Matric (National Senior Certificate) - a tertiary qualification is beneficial, though not required
  • South African ID
  • Valid Driver's License and reliable personal transport
  • Credit record in good standing
  • Clear criminal background
  • Tax number in good standing

• Matric (National Senior Certificate) - a tertiary qualification is beneficial, though not required
• South African ID
• Valid Driver's License and reliable personal transport
• Credit record in good standing
• Clear criminal background
• Tax number in good standing

• • Financial stability (Assets vs. Liabilities) – minimal debt exposure preferred
  • Demonstrated reliability and integrity
  • Prior success in sales or target-driven roles
  • For experienced candidates: Relevant RE accreditation, minimum NQF5 (120 credits), and FSB-approved qualifications
  • Entrepreneurial mindset – strong preference for commission-based income structures
  • Established network or strong prospecting ability
  • Excellent analytical skills for creating effective solutions
  • Strong numeracy and data interpretation abilities
  • Ability to influence, present confidently, and engage clients meaningfully
  • Skilled in planning, organizing, and setting personal performance goals
  • Trainable and motivated for growth in a supportive environment
  • Resilience and adaptability to handle rejection and thrive in a fast-paced, competitive industry
  • Personal drive for autonomy and success – essential for building a successful advisory practice
  • Supportive personal network (e.g., family support)

• Financial stability (Assets vs. Liabilities) – minimal debt exposure preferred
• Demonstrated reliability and integrity
• Prior success in sales or target-driven roles
• For experienced candidates: Relevant RE accreditation, minimum NQF5 (120 credits), and FSB-approved qualifications
• Entrepreneurial mindset – strong preference for commission-based income structures
• Established network or strong prospecting ability
• Excellent analytical skills for creating effective solutions
• Strong numeracy and data interpretation abilities
• Ability to influence, present confidently, and engage clients meaningfully
• Skilled in planning, organizing, and setting personal performance goals
• Trainable and motivated for growth in a supportive environment
• Resilience and adaptability to handle rejection and thrive in a fast-paced, competitive industry
• Personal drive for autonomy and success – essential for building a successful advisory practice
• Supportive personal network (e.g., family support)

• Access to extensive training and resources, including infrastructure and marketing support
• Affiliation with Liberty and Envestpro – industry leaders with a proven record of success
• High earning potential through competitive commission structures
• Diverse financial products and services to offer clients
• Positive, collaborative work environment with growth and career advancement opportunities

Candidate Requirements:

• Minimum Requirements:

  • Matric (National Senior Certificate) - a tertiary qualification is beneficial, though not required
  • South African ID
  • Valid Driver's License and reliable personal transport
  • Credit record in good standing
  • Clear criminal background
  • Tax number in good standing

Experience & Skills:

• • Financial stability (Assets vs. Liabilities) – minimal debt exposure preferred
  • Demonstrated reliability and integrity
  • Prior success in sales or target-driven roles
  • For experienced candidates: Relevant RE accreditation, minimum NQF5 (120 credits), and FSB-approved qualifications
  • Entrepreneurial mindset – strong preference for commission-based income structures
  • Established network or strong prospecting ability
  • Excellent analytical skills for creating effective solutions
  • Strong numeracy and data interpretation abilities
  • Ability to influence, present confidently, and engage clients meaningfully
  • Skilled in planning, organizing, and setting personal performance goals
  • Trainable and motivated for growth in a supportive environment
  • Resilience and adaptability to handle rejection and thrive in a fast-paced, competitive industry
  • Personal drive for autonomy and success – essential for building a successful advisory practice
  • Supportive personal network (e.g., family support)

Note: We welcome individuals new to the financial advisory field, as we provide extensive training and infrastructure to support you in building a successful business.

Why Join FinSteward?

• Access to extensive training and resources, including infrastructure and marketing support
• Affiliation with Liberty and Envestpro – industry leaders with a proven record of success
• High earning potential through competitive commission structures
• Diverse financial products and services to offer clients
• Positive, collaborative work environment with growth and career advancement opportunities

Application Process:

If this role aligns with your career goals and you’re ready to join a passionate and dynamic team, please submit your CV and a cover letter detailing your suitability for the role to lyn-marie.serfontein@liblink.co.za

Upcoming Intakes: May 2025
Contact: For additional information, please reach out to Lyn-Marié Serfontein at lyn-marie.serfontein@liblink.co.za

Join FinSteward and make a meaningful impact by helping clients achieve financial security while building your rewarding career.