Financial Advisor – Liberty ECM | Kimberley, Northern Cape
Company: Liberty ECM
Location: Kimberley, Northern Cape
Contract Type: Permanent
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 the Liberty Group, is a leading name in the financial services industry, committed to providing tailored wealth creation and risk management solutions to individuals and families across South Africa. As part of the Liberty@Work program, the organization offers career development opportunities for driven professionals in a high-performance environment backed by strong support structures, resources, and brand credibility.
This role, based in Kimberley, Northern Cape, is ideal for individuals who are passionate about finance and client service and who want to make a difference in their communities while building a stable and rewarding career.
Role Overview
The Financial Advisor position is designed for an entrepreneurial and customer-focused individual. You will offer tailored financial solutions to a diverse client base by analyzing their needs and presenting appropriate product packages. This is a long-term relationship role focused on building trust, providing exceptional client service, and driving financial inclusion through Liberty’s trusted portfolio.
The position is performance-driven and offers exceptional earnings potential for high achievers.
Key Responsibilities
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Establish and manage a portfolio of clients with continuous engagement
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Conduct needs analysis and present suitable financial solutions
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Regularly review clients’ financial plans to align with life and market changes
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Keep up-to-date with the latest financial services products and industry trends
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Ensure full compliance with Liberty’s regulatory, compliance, and ethical standards
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Generate new business opportunities and contribute to Liberty’s growth in the Northern Cape
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Participate in Liberty’s training programs and maintain necessary certifications
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Represent Liberty at client meetings, community engagements, and sales events
Qualifications and Experience
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Matric / Grade 12 Certificate (essential)
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A FAIS-recognized qualification is required within six years of DOFA
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A laptop or tablet is essential to perform daily duties
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Experience in sales (face-to-face or telephonic) is advantageous
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Industry knowledge and exposure to the financial services sector will be beneficial
Skills and Competencies
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Clear and confident verbal and written communication
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High degree of integrity, professionalism, and ethical awareness
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Excellent relationship-building and interpersonal skills
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Ability to work under pressure and manage stress effectively
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Demonstrates resilience, adaptability, and a results-driven mindset
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Strong planning and organizational abilities
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Persuasive with a client-centric, solutions-oriented approach
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Good understanding of South African financial markets and legislation
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Willingness to constantly learn, grow, and improve performance
What the Company Offers
Liberty ECM offers a dynamic and empowering environment where advisors operate as business partners while enjoying the backing of a trusted institution. Through Liberty@Work, successful candidates will receive:
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Uncapped earning potential through commission-based structure
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Training, coaching, and development support
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Lead generation tools and marketing materials
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Flexibility and independence in managing client engagements
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Ongoing professional education and CPD support
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The opportunity to make a meaningful impact in people’s lives through financial planning
Equal Opportunity Statement
Liberty ECM is a proud supporter of South Africa’s Employment Equity initiatives. This opportunity is open exclusively to Employment Equity (EE) candidates, in alignment with Liberty’s transformation goals and commitment to inclusivity.
How to Apply
To be considered, submit your application by 30 June 2025. Only shortlisted candidates will be contacted. If you have not received feedback within 14 working days of the closing date, kindly consider your application unsuccessful.
Explore More Opportunities
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