Financial Adviser, Umhlanga, North Suburbs. Company Name: Liberty. Join the Liberty brand and prestigious One of SA's leading financial services providers is looking for Financial Advisers to join our hungry working hours. Duties: New business development. Financial needs analysis. Relationship building. Building Liberty brand. Leading the way down the path to financial security. Assisting people to manage their wealth
exceptionally driven individual with a strong mix of independence, people skills, enthusiasm and determination to advance your career within one of the major financial services companies in South Africa. Liberty offers proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient 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
fill a posistion for an Independent Review Consultant. To perform independent reviews for various types entities, including and not limited to: Preparing financial statements Preparing tax computations Preparing thinking Good organisational skills Working independently ADVANTEGOUS EXPERIENCE / KNOWLEDGE EE Candidate
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
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
exceptionally driven individual with a strong mix of independence, people skills, enthusiasm and determination to advance your career within one of the major financial services companies in South Africa. Liberty offers proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient 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
Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan for 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
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations
Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan for 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