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
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 strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop and 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 Excellent negotiation skills Self- starter Strong relationship and networking abilities Ability to work independently
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers entail: New business development Financial needs analysis Relationship building Build a professional practice 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 entail: New business development Financial needs analysis Relationship building Build a professional practice 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
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 strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop and 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 clients based on their financial situation Financial needs analysis Relationship building Build a professional
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 clearly The ability to network and establish relationships with clients Research and analytical skills
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 clients based on their financial situation Financial needs analysis Relationship building Build a professional