interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
move and become one of Liberty's Financial Advisors. Your journey with Liberty will start with family family and end with family. Liberty believes in people who believes in themselves and who have a strong desire and the lives and others. Becoming a Financial Advisor at Liberty will give you the opportunity to partner through their life journey, uncovering their financial objectives, and then creating plans to fulfill situation and needs, financial goals and future life plans. We create a uniquely Financial Plan to help our
communities, and achieving success that is mutual. Liberty is not just our name. It's what we do APPLY NOW a professional practice under the Liberty brand Provide financial planning support to clients Cultivate Cultivate strong client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
The Role The Financial Adviser is responsible for the selling of short-term personal insurance products Follow up on leads • Building a client base • Advising clients on their short-term insurance needs • Follow up on leads • Building a client base • Advising clients on their short-term insurance needs •
communities, and achieving success that is mutual. Liberty is not just our name. It's what we do APPLY NOW a professional practice under the Liberty brand Provide financial planning support to clients Cultivate Cultivate strong client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support in basic financial planning. Financial Planning support Formulate effective financial plan documents in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management 5 year's relevant work experience within the financial industry Proficient in both spoken and written
We are one of Liberty's largest and top producing National Distibution partners with a large national ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments clients financial situation (e.g. income, expenses and liabilities) Examine and suggest financial needs Customize financial plans according to clients changing needs Present and sell suitable financial products
The Role The Financial Adviser is responsible for the selling of short-term personal insurance products Follow up on leads • Building a client base • Advising clients on their short-term insurance needs • Follow up on leads • Building a client base • Advising clients on their short-term insurance needs •
description:
Our client is recruiting for a Financial Manager that will report directly to the CFO.