We are seeking individuals to join our team in the Financial Services industry. As a Financial Planner, you will play a crucial role in helping individuals and businesses achieve their financial goals. You will be responsible for assessing clients' financial situation, providing recommendations and strategies, and helping them develop a comprehensive financial plan. Conducting detailed financial analyses for clients to determine their current financial standing and future goals. Providing personalized financial advice and guidance to clients tailored to their unique needs and aspirations. Assisting clients in creating and implementing financial plans to achieve their short-term and long-term objectives. Regularly monitoring and reviewing clients' financial plans to ensure they remain aligned with their goals. Analyzing investment opportunities and recommending suitable investment strategies to clients. Collaborating with other professionals, such as tax advisors and estate planners, to provide holistic financial solutions to clients. Staying up-to-date with the latest trends, regulations, and news in the financial industry to ensure the delivery of accurate and relevant advice. Minimum Requirements: National Senior Certificate (Grade 12). Minimum of 2 years Sales experience. A relaible laptop. Valid driver's license. Clear criminal and credit record. Excellent communication skills & networking skills. Desired Requirements: Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage. FAIS compliant. Liberty provides performance-based packages, incentives, bonuses, plus group benefits: Provident Fund. Medical Aid. Group Life Cover. Professional Indemnity. Income Protection. Dreaded Disease Cover. Apply Now

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Financial Planner Package is discussed at interview stage - South Africa

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