Financial / Wealth Planner

Financial / Wealth Planner
Company:

Liberty Financial Advisers


Financial / Wealth Planner

Details of the offer

Finance, Insurance, and Investment If you are an exceptionally driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent Liberty. This is an opportunity to advance your career within one of the major financial services companies in South Africa. Liberty offers a structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. Please Note: This position is based in Durban, KZN. Duties Provide holistic financial planning advice to private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop and Implement strategies, and manage individual and corporate relationships. Source, develop and cultivate your own client base by networking, referrals and prospecting Meet clients in person to provide them with financial planning advice and solutions Provide on-going financial planning advice to retained clients Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts Manage and strengthen relationships Resolve client concerns, queries and/or complaints Job Requirements Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage) Own vehicle and valid drivers license is an absolute requirement Ability to work independently Able to network, prospect and build relationships Clear credit and criminal record Career driven person with strong entrepreneurial drive

Requirements

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