We are an established Financial Services Provider, proudly operating since 1994. Our focus lies in empowering
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal
exists for individuals with a passion for the financial services industry and who aspire to be leaders profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial needs analysis solutions to meet with clients' financial needs -Offer the best financial advice to your clients regarding from current clients -Ability to participate in financial related sales meetings The role is commission
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what 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
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for part of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African resident
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;