About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an
exceptional customer service. · Source clients through networking and referral initiatives. · Build long lasting
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
exceptional customer service. · Source clients through networking and referral initiatives. · Build long lasting
you have what it takes to succeed? As a Wealth Planner / Financial Advisor with Liberty, you'll have the achieve financial goals. To have the ability to network and prospect for new clients. Set up appointments sales environment and writing business Strong networking, communication and social skills are essential
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
with their goals and aspirations. The financial planner will be required to source clients, exercise their advice framework, build an internal and external network and grow the customer base. Duties and Responsibilities (RE5). 2 – 3 Year's proven experience as Financial Planner.