to join our team as a Financial Planner. In this role, you'll have the freedom to shape your own success prospecting for clients as a fundamental aspect of the role. Build and maintain relationships with clients. clients' financial situations and goals. Develop customized financial plans to help clients achieve their objectives. Recommend appropriate products and services to meet clients' needs. Stay informed about industry trends and changes in regulations. Matric is an entry level requirement, tertiary qualification is highly
to join our team as a Financial Planner. In this role, you'll have the freedom to shape your own success prospecting for clients as a fundamental aspect of the role. Build and maintain relationships with clients. clients' financial situations and goals. Develop customized financial plans to help clients achieve their objectives. Recommend appropriate products and services to meet clients' needs. Stay informed about industry trends and changes in regulations. Matric is an entry level requirement, tertiary qualification is highly
provide sound professional advice helping their customers pursue their financial goals by developing a personalized personalized plan based on the customer's unique financial situation. Through training we coach our Advisers value to the customer through their unique strengths. This collaboration creates a level of synergy not Liberty is not just our name. It's what we do APPLY NOW Responsibilities: Contacting clients and setting with information on new and existing products and services Designing financial strategies Assisting clients
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism professionalism, integrity and a customer centric approach. An accredited financial adviser commands the respect those customers who are entrusting their and their families' financial futures to them. The role calls Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional Professionalism, Customer first, Advice led. Provide appropriate financial advice, in line with the customer's resources
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism professionalism, integrity and a customer centric approach. An accredited financial adviser commands the respect those customers who are entrusting their and their families' financial futures to them. The role calls Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional Professionalism, Customer first, Advice led. Provide appropriate financial advice, in line with the customer's resources
on our brand promise, ‘We are in it with you' . Now we will embed this promise through our actions. Our to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification advantageous
on our brand promise, ‘We are in it with you' . Now we will embed this promise through our actions. Our to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification advantageous
Liberty is not just our name. It's what we do APPLY NOW Duties and responsibilities: New business development
Liberty is not just our name. It's what we do APPLY NOW Duties and responsibilities: New business development
Embark on your career journey within the Financial Services Sector. We seek an energetic individual to collaborate three years of full-time experience in customer-facing roles Prior involvement in external sales is very Stipend model for candidates who are new to FAIS roles; opportunities for further study and career advancement;