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Careers

Morebo is offering exciting career opportunities in South Africa’s financial advisory landscape, with unlimited earning potential for motivated individuals. We offer full training, accreditation and the opportunity to build your own practice.

 

If you qualify, based on the requirements mentioned below and you are looking for personal growth in this industry, please email your CV to careers@morebo.co.za

 

Read more below:

We pride ourselves as being an established Top 10 advisory business in South Africa with an undeniable culture of entrepreneurial success, and undisputed knowledge in financial advisory services; well-respected in the industry with an exceptional track record.

To find out more about exciting opportunities in joining Morebo read our informative Careers Information Brochure here. 

Senior Practise Administrator (RO Level 1)

Purpose of the Job:

  1. Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention.
  2. Enable the Para Planner and the Executive Financial Advisor to manage their workflow and follow-ups.
  3. Manage data collection, logging and distribution to monitor Unit performance.
  4. Collaborate with Unit team members to ensure proactive and seamless client service. 

Responsibilities:

  1. Check that all documents received from Para Planner are FICA compliant and signed.

  2. Capture all policy details on Elite Wealth, upload confirmation and close workflow.

  3. Check accuracy of commission on quotes and applications – hand documents to Service Manager to include in production report.

  4. Capture policy and investment data on Elite Wealth or send data to Provider if > 10 clients.

  5. Follow-up on cases daily until accepted. Update follow-up notes on Elite Wealth.

  6. Send weekly case reports to clients updating them on progress where an upload is necessary.

  7. Pull statements from Providers when case is finalized. Add the benefits / investment details to Elite Wealth and send confirmation to clients.

  8. Send weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor.

  9. Manage cases that are ready for acceptance in a week or a month, ensuring they are accepted.

  10. Perform risk profile check on all brokerage clients.

  11. Create workflows on Elite Wealth and index documents.

  12. Upload Liberty and Stanlib documents to Liberty vault.

  13. Request client statements from Providers and send “A” list clients their statements monthly.

  14. Pull monthly Ṡ14 fee renewals and e-mail to clients.

  15. Pull annuity reviews and e-mail to clients.

  16. Capture and update client information on CRM system

Competencies (RO Level I):

QUALIFICATIONS AND EXPERIENCE

  • Matric or equivalent.
  • Industry Specific Tertiary Qualification
  • At least 3 years administrative experience in the Life Assurance or Investment industry.
  • A verifiable and positive employment track record.

COMPETENCIES

  • Demonstrated intermediate (or advanced) Word, PowerPoint, Excel and Outlook skills.
  • Sufficiently computer literate to learn and apply new IT skills as required.
  • Strong written and verbal communication skills in English.
  • Solid financial and business acumen.
  • Basic conflict resolution skills.
  • Target and process driven.
  • Basic problem-solving at a logic level.
  • Ability to make decisions within the job parameters.
  • Customer service orientation.

MANDATORY

  • Clear criminal and ITC records.
  • Own Vehicle and valid driver’s license.
  • Mobile phone.

Location: Johannesburg

Division/Unit: Retail

Salary: Market-related

Job type: Full-time

Direct reporting to: Unit Leader

This job description does not necessarily list all the duties of the position. You may be asked to perform other duties from time to time. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time.

Experienced Financial Advisor

Join Our Team as an Experienced Financial Advisor! 

A leading and dynamic Financial Services Franchise of Liberty Life is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. 

If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a collaborative and client-centric environment, we want to hear from you! 

Role Description:

This is a full-time hybrid Financial Advisor role located in Johannesburg, with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and general financial advisory services to clients, as well as creating and implementing financial plans and strategies.

Qualifications and Experience:

  • Matric 
  • Bachelor’s degree in finance or related field will be advantageous
  • RE 5
  • Minimum of 2 to 3 years of experience as a Financial Advisor
  • Financial Planning and Finance skills
  • Retirement Planning and Investment knowledge
  • Financial Advisory experience
  • Excellent analytical and critical thinking skills
  • Effective communication and people skills
  • Ability to work independently and as part of a team
  • Experience in the financial services industry strongly preferred

Requirements:

  • Valid driver’s license
  • Own reliable vehicle
  • Clear ITC and criminal record
  • Laptop
  • Cell phone
  • RE5

The company is guided by a core set of principles that include: 

  • Authentic leadership and entrepreneurship,
  • Empowerment and legacy,
  • Integrity and excellence,
  • Teamwork and collaboration,
  • Brand reputation and accountability,
  • Respect and dignity.

Please submit your CV and a cover letter outlining your relevant experience to careers@morebo.co.za

 

Entry-Level Financial Advisor

Are you passionate about finance and eager to start a rewarding career in the financial industry? We are currently seeking enthusiastic individuals to join our team as Entry-Level Financial Advisors. This is a fantastic opportunity for those with little to no experience in the field to kickstart their career and receive comprehensive training from industry experts.

 

Key Responsibilities:

  1. Client Relationship Building: Develop and maintain strong relationships with clients by understanding their financial goals and providing personalized advice.
  2. Financial Planning: Assist clients in creating comprehensive financial plans, including budgeting, investment strategies, and retirement planning.
  3. Product Knowledge: Stay up to date on financial products and services to recommend suitable options for clients.
  4. Risk Management: Assess and manage risks associated with financial investments, ensuring clients make informed decisions.
  5. Compliance: Adhere to industry regulations and company policies to maintain a high standard of professionalism and ethics.

 

Qualifications:

– Matric or Bachelor’s degree.

– Strong interpersonal and communication skills.

– Eagerness to learn and develop financial expertise.

– Ability to work in a dynamic and fast-paced environment.

 

Minimum Requirements:

-Valid driver’s license

-Own reliable vehicle

-Clear ITC and criminal record

-Laptop

-Cell phone

 

Training and Development:

We believe in investing in our team members’ success. Successful candidates will undergo a comprehensive training program covering financial planning, investment strategies, and client management. Ongoing mentorship and professional development opportunities will be provided to support your growth in the financial advisory field.

 

Benefits:

– Unlimited commission and performance-based incentives.

– Continuous learning opportunities.

 

How to Apply:

If you are ready to embark on a fulfilling career in finance and make a positive impact on clients’ lives, please submit your CV and a cover letter detailing why you are interested in becoming a Financial Advisor at Morebo. Email your application to careers@morebo.co.za

 

Join us in shaping the financial future of our clients while building a successful career for yourself. We look forward to welcoming motivated individuals to our team!

 

 

 
Morebo Financial Solutions (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act. (No. 2409)
Morebo Wealth (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act (no. 2409)
Morebo Brokerage (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (no. 48360)

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