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 and prospecting • Meet clients in person to provide them with financial planning advice and solutions • • Provide on-going financial planning advice to “retained” clients • Develop and implement strategies
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
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 and prospecting • Meet clients in person to provide them with financial planning advice and solutions • • Provide on-going financial planning advice to “retained” clients • Develop and implement strategies
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
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
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview and signature signature Draft After Appointment emails for adviser to approve Ensure returned debit order attended Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview and signature signature Draft After Appointment emails for adviser to approve Ensure returned debit order attended Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who