and team within the financial sector. We require an Associate Financial Planner who is passionate and planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally clients through every step of their life-long financial journey. They will adapt to changing needs and maintain and grow the client's finances. As a Financial Planner you will learn to build your practice with and grooming of sales coaches and experienced planners as well as receive accredited training. You will client relationship by evaluating the client's financial needs, investment opportunities, and insurance
of interns that want to have a career in the financial services industry Create a curriculum (internship relationships with colleagues and clients throughout the financial services environment, both within and outside outside of the organization. Keep up to date with financial product information. Interns to be placed under in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience in the financial services
· Source sufficient lead generating · Maintain and update your Lead Generation Matrix on a weekly basis · Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice · Complete weekly reports that reflect leads, quotes
Salary:
Retainer of R29600,00 that will gradually reduce over a 36 months plus commission.
Role Overview
· Source sufficient lead generating · Maintain and update your Lead Generation Matrix on a weekly basis · Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice · Complete weekly reports that reflect leads, quotes
and team within the financial sector. We require an Associate Financial Planner who is passionate and planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
to join our team in the Financial Services industry. As a Financial Planner, you will play a crucial achieve their financial goals. You will be responsible for assessing clients' financial situation, providing them develop a comprehensive financial plan. Conducting detailed financial analyses for clients to determine determine their current financial standing and future goals. Providing personalized financial advice and guidance Assisting clients in creating and implementing financial plans to achieve their short-term and long-term
Production Manager
organized individual for our client as a Planner. The Planner will be responsible for developing and implementing problem-solving abilities, and a keen eye for detail. The Planner will work closely with various departments to coordinate