ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
exceptional customer service. · Source clients through networking and referral initiatives. · Build long lasting
you have what it takes to succeed? As a Wealth Planner / Financial Advisor with Liberty, you'll have the achieve financial goals. To have the ability to network and prospect for new clients. Set up appointments sales environment and writing business Strong networking, communication and social skills are essential
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
referrals, networking, and social media Seek out new clients and develop clientele by networking to find and Competencies Strong work ethic Excellent networking and communication skills Service-oriented and business acumen Proficient numeracy skills Ability to network, prospect and build relationships Good organisational understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
with their goals and aspirations. The financial planner will be required to source clients, exercise their advice framework, build an internal and external network and grow the customer base. Duties and Responsibilities (RE5). 2 – 3 Year's proven experience as Financial Planner.
primary role will be to support and assist financial planners. The candidates goal for the long term will be
financial planners and advisers with their daily job duties and support
financial planners in interacting
providing recommendations and insight to financial planners for the planning process.
Writing Financial
based on financial data and research so financial planners can make informed decisions and communicate effectively
reports for clients, indirectly support financial planners in their client interactions.
Conducting
responsible for supporting and assisting financial planners.
With the long term goal of becoming providing recommendations and insight to financial planners for the planning process.
planning The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with by Business Development Managers and Financial Planner on planning tools XPlan Wealth Maps (client repots) Wealth Plans (IWP) to a level where the Financial Planner or Business Development Manager can take over the Tools. Prepare for the client reviews as per the Planner instruction and ensure tool usage for reviews when