Liberty Financial Adviser Opportunity

Role Overview

A financial-services opportunity is available for an ambitious adviser to build a client practice and help individuals plan for financial security.

This position combines day-to-day delivery with accurate administration, timely follow-through and professional coordination with the people and teams who rely on the role.

Responsibilities

The successful candidate will be expected to take ownership of the following areas:

• Meet prospective clients and understand their financial goals. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Develop suitable recommendations and explain products responsibly. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Generate new business through networking, referrals and community engagement. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Maintain compliant client records and provide ongoing relationship management. Maintain clear records, communicate progress and escalate exceptions promptly where required.

Requirements

Applicants should be able to demonstrate the following capabilities in a structured, deadline-driven working environment:

• Entrepreneurial mindset and genuine interest in financial advice. Apply sound judgement, dependable follow-through and a collaborative working style.
• Strong communication, prospecting and relationship-building skills. Apply sound judgement, dependable follow-through and a collaborative working style.
• Ability to work independently while following advice and compliance processes. Apply sound judgement, dependable follow-through and a collaborative working style.
• Relevant regulatory qualifications or experience are advantageous. Apply sound judgement, dependable follow-through and a collaborative working style.

Success Profile

Success in this role will come from combining technical or functional competence with sound organisation, clear communication, attention to detail and a consistent focus on quality, service and safe working practices.