The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
fast paced, greatly rewarding industry offering Financial Planning and Services to potential clients. It's It's not surprising that we were voted the Top Financial Assurance house to work. Apart from a new Market appointments Conducting financial analysis on clients Providing sound financial advice on Liberty products Enthusiastic, and possess a desire to achieve financial success Full training and development to achieve
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;