financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct continued education opportunities Build and manage your professional practice Qualifications Grade build relationships Good organisational and time management skills Good presentation skills Solutions orientated Rewards and incentives based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN building an understanding of the comprehensive qualities that a Wealth Planner needs You will be trained
enthusiasm and determination, you may have all the qualities required to represent Liberty. This is an opportunity opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: obtain and manage business opportunities arising within Private and Corporate accounts • Manage and strengthen
You will be working alongside the Collections Manager and other stakeholders to design, develop, and training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills Development services, with a strong understanding of collections processes and practices. ● Previous experience in training Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced
You will be working alongside the Collections Manager and other stakeholders to design, develop, and training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills Development services, with a strong understanding of collections processes and practices. ● Previous experience in training Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced
opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
– provisions, accruals, depreciation Capital management Foreign entities vs reporting currencies Payment
National Diploma in Financial Planning Flexibility of managing your own business
broad categories: Produce an accurate set of Management Accounts by the 5th of every month Recuring contracts