Financial Advisor – Liberty ECM | Pretoria, Gauteng
Company: Liberty ECM
Location: Pretoria, Gauteng
Contract Type: Contract
Date Posted: 17 March 2025
Application Closing Date: 30 June 2025
Employment Equity Status: Only open to Employment Equity (EE) candidates
About the Company
Liberty ECM, a division of Liberty Group, is one of South Africa’s leading financial services providers with a strong reputation for client service, integrity, and performance. Through its Liberty@Work model, the organization offers dynamic, self-driven professionals the opportunity to launch or grow their careers in financial advisory services while enjoying the support of a trusted and established brand.
With offices across the country, this opportunity is based in Pretoria, Gauteng, and offers exposure to the broader Pretoria/North West region.
Role Overview
As a Financial Advisor with Liberty ECM, you’ll be responsible for analyzing clients’ financial needs and providing customized solutions that drive wealth creation and protection. This role calls for a confident, driven, and goal-oriented individual who is passionate about helping people achieve financial freedom. You’ll use Liberty’s comprehensive suite of insurance and investment products to address a wide range of client needs—from life cover to retirement planning.
This is an ideal opportunity for aspiring professionals looking to work in a performance-based environment with uncapped earning potential.
Key Responsibilities
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Manage and grow a portfolio of individual and institutional clients
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Conduct in-depth financial needs analysis and provide tailored solutions
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Build long-term relationships through ongoing reviews and advisory support
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Remain informed of changes in financial regulations and Liberty’s product range
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Meet compliance standards and report regularly on performance and activity
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Support clients from all sectors including government, corporates, and individuals
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Leverage internal systems and training to optimize service delivery
Qualifications and Experience
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Grade 12 (Matric) is mandatory
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Must obtain a FAIS-recognized qualification within 6 years of DOFA
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Ownership of a laptop or tablet is essential for daily operations
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Sales experience (telephonic or face-to-face) is desirable but not mandatory
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Financial industry knowledge is a strong advantage
Technical Skills and Knowledge
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Awareness of the South African financial services sector
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Understanding of financial markets, trends, and regulatory frameworks
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Ability to deliver structured presentations and advise clients effectively
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Commitment to customer service and building long-lasting relationships
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Strict adherence to internal and external compliance requirements
Behavioral Competencies
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Communication: Confident in verbal and written communication
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Integrity: Upholds strong moral principles and organizational ethics
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Resilience: Performs well under pressure and maintains emotional control
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Flexibility: Adapts to new challenges and changing environments
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Commitment: Motivated to meet and exceed performance objectives
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Client-Centricity: Prioritizes client satisfaction and consistent service delivery
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Persuasiveness: Influences and negotiates successfully in diverse scenarios
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Planning and Organization: Efficiently manages time, tasks, and priorities
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Relationship Building: Builds rapport with clients, stakeholders, and colleagues
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Business Acumen: Understands market dynamics and financial opportunities
What the Company Offers
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Uncapped earning potential through commission-based income
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Access to industry-leading tools, training, and mentorship
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Opportunity to work independently while leveraging Liberty’s strong brand
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Flexible working structure and career advancement possibilities
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Exposure to a wide client base across Pretoria and North West
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Personal and professional growth in a high-performance environment
Equal Opportunity Statement
Liberty ECM supports the principles of diversity and inclusion and is committed to employment equity. This role is exclusively open to EE candidates as part of Liberty’s strategic transformation goals.
How to Apply
Interested candidates must submit their applications by 30 June 2025. Please note that only shortlisted applicants will be contacted. If you have not received feedback within 14 days after the closing date, consider your application unsuccessful.
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