What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters for entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling among potential clients. Financial Advisory Mastery: Dive deep into the financial realm, conducting meticulous game-changing advice that transforms lives. Wealth Management Wonder: Take the helm as you navigate through
where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
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 Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters for entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling among potential clients. Financial Advisory Mastery: Dive deep into the financial realm, conducting meticulous game-changing advice that transforms lives. Wealth Management Wonder: Take the helm as you navigate through
NQF 6 – 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 years' relevant experience in a similar environment
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. - Develops a specific geographic region that will assist management in identifying areas in the market where business
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has