qualification at all levels within organizations - managers, directors, executives
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
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.
Performance Management
Respond to personal objectives
achievement of agreed objectives and use performance management systems to improve personal performance.
Client & Customer Management (External)
Manage key client and customer relationships
Document Management
Create and ensure compliance with a company wide document management system
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