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.