lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
National Diploma (NQF6) 1 - 3 years sales experience Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience. Strong presentation skills – the ability to deliver a compelling presentations at schools is crucial. Strong interpersonal and communication ski
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building
premises Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to assess their risk profile and provide long term financial solutions aligned with client's objectives and The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
Provide financial planning support to clients Cultivate strong client relationships Prepare financial plans customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building
premises Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are
Financial Freedom is a step away Liberty life is looking to partner with self-driven, motivated entrepreneurs setting up your financial practice within the corporate sector and help you gain the financial freedom you you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess their risk risk profile and provide long term financial solutions aligned with client's objectives and requirements The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business