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. 

Position: Aspiring and Experienced Financial Planners

Location: Johannesburg, Gauteng

Company: Morebo Group

We’re on the hunt for both Aspiring and Experienced Financial Planners!

If you’re driven by a passion for financial wellness and enjoy helping others make smart decisions to enhance their lifestyles and build wealth, then this opportunity is tailor-made for you.

Step into a team of accomplished Financial Planners and take advantage of industry-leading training, a robust mentorship program, and ongoing support designed to help you not just succeed but thrive. Join us and grow your career in a field where your expertise can make a real difference.

Duties and Responsibilities

What You’ll Do:

• Provide Expert Financial Guidance: Deliver sound, all-encompassing financial advice to help clients navigate their financial paths.
• Empower and Educate: Collaborate with clients, empowering them to understand their financial situations and make informed decisions that align with their short, medium, and long-term goals.
• Customize Financial Plans: Meet with clients to create tailored financial strategies, including budgeting, income management, insurance coverage, retirement planning, tax strategies, investment planning, and estate management.
• Monitor and Adjust Plans: Regularly review and analyze clients’ financial data to ensure they’re on track to meet their goals and adjust in response to life changes or economic shifts.
• Build Lasting Relationships: Develop and maintain strong relationships with existing clients, ensuring their financial objectives are met while cultivating trust and loyalty.
• Innovate for Client Success: Identify and engage new clients, offering innovative solutions to enhance their financial well-being.

Competencies:

• Driven & Entrepreneurial
• Network orientated & client-centred
• Organised & Efficient
• Discretion and Confidentiality
• Customer-Focused

What You’ll Need:

• Matric is essential; a Bachelor’s degree is preferable
• Own vehicle
• Valid driver’s license 
• Tech Savvy must have your own laptop and be proficient in using computers and adapting to new systems.
• Clear credit history and no criminal record.

Renumeration:

Performance-Based Stipend

Join Us Now!!

Be part of a team that’s making a difference in people’s financial lives. Apply today and start a career where your impact truly matters!

Email your CV and supporting documentation to careers@morebo.co.za

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!