with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to 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
individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all 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 career in the finance industry. Provide holistic financial planning advice to private and business clients provide them with financial planning advice and solutions • Provide on-going financial planning advice
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 paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Entrepreneurial approach Excellent negotiation skills Self- starter Strong relationship and networking
communication skills along with the ability to prospect new clients are essential. Being a Financial Adviser 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
communication skills along with the ability to prospect new clients are essential. Being a Financial Adviser 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
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to 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
individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all 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 career in the finance industry. Provide holistic financial planning advice to private and business clients provide them with financial planning advice and solutions • Provide on-going financial planning advice
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 experience (advantageous) Skills: Honesty and integrity Excellent communication skills Strong network/social network/social contact Strong presentation skills Analytical thought process Reliability Previous sales track record
clients and setting up meetings, either within an office environment or in clients' homes or business premises 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 criminal record Vehicle Skills: Excellent communication, interpersonal and listening skills The capability to
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 experience (advantageous) Skills: Honesty and integrity Excellent communication skills Strong network/social network/social contact Strong presentation skills Analytical thought process Reliability Previous sales track record