An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty Opportunities for personal development and career growth, Key Activities: Provide an advice-based approach to financial new business development is key. Network and prospect to source clients. Set up and attend client meetings and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify
An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty Opportunities for personal development and career growth, Key Activities: Provide an advice-based approach to financial new business development is key. Network and prospect to source clients. Set up and attend client meetings and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify
A thriving business opportunity exists for a performance driven individual. If you are entrepreneurial self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be mentorship and on-going support to build your own business practise as a Financial Planner under the trusted Planner you need to effectively source prospective clients, assess their risk profile and provide long term term financial solutions aligned with client's objectives and requirements. Matric Driver's License Vehicle
Contacting clients and setting up meetings, either within an office environment or in clients' homes or or business premises Conducting in-depth reviews of clients' financial circumstances, current provision and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
understanding of financial management principles to represent Liberty and to form a strong business foundation to deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
understanding of financial management principles to represent Liberty and to form a strong business foundation to deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
If you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Enjoy the privilege of working with top class Management and Support professionals within the field. At Liberty we employ more than 6 000 people across 7 businesses. Every day, our employees grow their knowledge skills across Insurance, Asset Management, Investment, Risk Management and Health products. Purpose To achieve their financial dreams and maintaining client portfolios by creating and cultivating relationships
life. Financial Advisers are there to help their clients plan for the future they want by developing financial and responsibilities: New business development Offering solutions to clients based on their financial under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) training from professional Trainers as well as your Manager and will therefore get training from someone who
life. Financial Advisers are there to help their clients plan for the future they want by developing financial and responsibilities: New business development Offering solutions to clients based on their financial under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) training from professional Trainers as well as your Manager and will therefore get training from someone who
FMS Group has been in business for 23 years. Our passion is to generate Wealth for ourclients with professionalism individuals, who are self-driven, high achievers and client focused. Ourorganization is involved in the marketing and we are looking for your skills. Path to management with a possibility of growing your own team Unlimited in the industry - Provide financial advice to clients - Stay abreast of industry related legislation