ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership but not essential Own car Drivers License Laptop Network of clients
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership but not essential Own car Drivers License Laptop Network of clients
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership but not essential Own car Drivers License Laptop Network of clients Benefits, incentives, earning on every
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership but not essential Own car Drivers License Laptop Network of clients Benefits, incentives, earning on every
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
turn your aspirations into reality. As a Wealth Planner or Financial Advisor with Liberty, you'll have achieve financial goals. To have the ability to network and prospect for new clients. Set up appointments sales environment and writing business Strong networking, communication and social skills are essential
Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with
investments, saving and Money Management
Advanced Networking skills
Self driven individuals in order
objective of this role is to assist the Wealth Planners with any administration relating to the servicing
are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting
information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities
talented and entrepreneurial individuals to join our network of professionals. Why You'll Love Being a Professional personalized financial strategies. Professional Growth: Access continuous learning and development opportunities acquisition and sales skills Has a network and exceptional networking skills with the ability to build