Financial Planner

Financial Planner
Company:

Liberty Group


Financial Planner

Details of the offer

Enjoy the significant rewards that a successful career in wealth management can bring financial rewards that are in direct relation to the work and effort you put in to yourbusiness.If you are a driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent Liberty.Full training and support provided to qualify the right candidate as a Finance and Investmentprofessional.Duties & ResponsibilitiesBuild your own practice by Providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs and objectives.Identify new business opportunities and develop and implement strategies, and manage individual and corporate relationshipsKey Activities:Source, develop and nurture your own client base by networking and prospectingSource new business from retained clients and by means of referralsMeet clients in person to provide them with financial planning advice and solutionsSales as an outcome of needs analysis conducted and advice providedIdentify a clients insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc.Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussionsProvide the client with information on the performance of the various investment portfolios availableEducate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needsEducate Business clients with regard to corporate benefit portfolioProvide on-going financial planning advice to "retained" clientsDevelop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accountsManage and strengthen relationshipsResolve client concerns, queries and/or complaintsDesired Experience & QualificationREQUIREMENTS:Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage)Proven track record in sales is an advantageOwn vehicle and valid drivers license is anon-negotiablerequirementAbility to work independentlyAble to network, prospect and build relationshipsClear credit and criminal recordCareer driven person with strong entrepreneurial driveYou will be provided with:Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brandOpportunity to further your studiesSupportive environment to allow you to focus on providing excellent customer service and growing your client baseAbove average commission income and perksFull training and mentorshipCorporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.Continuous and on-going In-house trainingand developmentRecognition - monthly and annual incentives and rewardsOpportunities for advancement and growthInterested? Please apply online or email your CV to

Requirements


Knowledges:

  • Basic

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