with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to effectively assess their risk profile and provide long term financial solutions aligned with client's objectives and The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to effectively assess their risk profile and provide long term financial solutions aligned with client's objectives and The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund Client Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who
to advance your career within one of the major financial services companies in South Africa. Liberty offers structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of holistic financial planning advice to private and business clients by identifying their Investment and lifestyle provide them with financial planning advice and solutions • Provide on-going financial planning advice Growth • Opportunity to establish yourself as a financial professional and build your own practice under
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 prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional the Liberty brand Lead the way down the path to financial security Assisting people to manage their wealth
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional the Liberty brand Lead the way down the path to financial security Assisting people to manage their wealth
to advance your career within one of the major financial services companies in South Africa. Liberty offers structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of holistic financial planning advice to private and business clients by identifying their Investment and lifestyle provide them with financial planning advice and solutions • Provide on-going financial planning advice Growth • Opportunity to establish yourself as a financial professional and build your own practice under
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building
premises Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are