Financial Advisor – Liberty ECM | Gqeberha/Port Elizabeth, Eastern Cape
Company: Liberty ECM
Location: Gqeberha/Port Elizabeth, Eastern Cape
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 is part of Liberty Group, one of South Africa’s most established providers of financial services. Through its Liberty@Work initiative, the company empowers financial professionals with the tools, technology, and training needed to thrive in a competitive, client-centric environment. Liberty is known for its innovation, high ethical standards, and strong national presence.
Operating in the heart of the Eastern Cape, this opportunity provides a platform to build a lasting career while transforming lives through impactful financial planning and wealth management.
Role Overview
As a Financial Advisor at Liberty ECM, you will play a pivotal role in helping individuals and families in Gqeberha and the wider Eastern Cape region secure their financial futures. You will consult with clients to understand their needs and offer tailored financial solutions, from insurance products to investment plans and retirement strategies.
This role is designed for confident, driven, and entrepreneurial individuals who are motivated by performance-based growth and the desire to make a difference.
Key Responsibilities
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Deliver professional financial advice based on thorough needs analysis
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Grow and maintain a client portfolio with ongoing engagement
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Review and adjust client financial plans to suit life stage changes
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Keep abreast of financial market trends and product innovations
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Ensure full compliance with FAIS and Liberty’s regulatory frameworks
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Maintain detailed client records and contribute to internal reporting
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Represent Liberty with professionalism in community and business forums
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Consistently achieve agreed performance and sales targets
Qualifications and Experience
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Grade 12 / Matric (essential)
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FAIS-recognized qualification required within 6 years of DOFA
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Laptop or tablet is a non-negotiable tool of trade
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Prior experience in telephone or face-to-face sales is advantageous
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A background in insurance or financial services will be beneficial
Skills and Competencies
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Strong verbal and written communication
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High integrity and commitment to ethical standards
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Interpersonal skills with the ability to engage across various levels
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Emotional resilience under pressure
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A proactive, adaptable approach to work
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Persuasive, confident, and client-focused mindset
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Excellent time management and organizational skills
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Knowledge of South African financial markets and regulatory landscape
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Presentation and negotiation skills for both formal and informal settings
What the Company Offers
At Liberty ECM, you will benefit from the support of an organization that believes in independence with structure. Through Liberty@Work, you’ll gain access to:
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Competitive commission structure with unlimited earning potential
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Lead generation support and marketing collateral
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Ongoing learning and professional development
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Flexibility in managing your own schedule
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A reputable brand that adds credibility to your career
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Networking and career progression within the Liberty ecosystem
Equal Opportunity Statement
Liberty ECM is committed to transformation and employment equity. This position is open exclusively to Employment Equity candidates in line with the company’s diversity and inclusion strategy. Applicants from designated groups are encouraged to apply.
How to Apply
To be considered for this opportunity, submit your application before 30 June 2025. Shortlisted candidates will be contacted within 14 days of the closing date. If you do not hear back, please consider your application unsuccessful.
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