Financial/Wealth Planner and Advisor - South Africa
Liberty Group Ltd
For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Answer clients' questions and address concerns Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Manage and regularly update clients' portfolios. Building and maintaining your client base. This is a FAIS role.description Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Benefits Incentives Paid on every single product, from product 1 uncapped.
Apply Now
Facebook
WhatsappRelated Jobs
Consultant Training Hybrid Model - South Africa
EQ-FIN Bryanston
...
Wealth Planner Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - South Africa
EQ-FIN Bryanston
...
Financial Planner Cape Town - Cape Town Region
Liberty Group Ltd
...
Financial Planner R10000 - Cape Town Region
Liberty Group Ltd
...
Wealth Planner - Gauteng TBA - Pretoria
Liberty Group Ltd
...