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
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
to grow our distribution network. They need to assist with fostering long-term relationships between
client decision-making.RELATIONSHIP MANAGEMENT
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 success, where your efforts are rewarded both financially and personally. Innovative Products: Join forces Support: Rub shoulders with the crème de la crème of management and support professionals, committed to propelling
to grow our distribution network. They need to assist with fostering long-term relationships between
decision-making.
RELATIONSHIP MANAGEMENT
level. Preference will be given to established financial advisers that have a minimum of 12 months of industry Sanlam academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back To build a profitable practice Minimum 1 year Financial Advisory experience / Insurance sales experience