Financial Planner

Recruiter:

Liberty Group

Job Ref:

Zelda04/21Dbn

Date posted:

Thursday, April 15, 2021

Location:

Durban, South Africa

Salary:

Commission & Benefits

SUMMARY:
Are you looking to pursue a career that will allow you to make a difference?

POSITION INFO:

Are you looking to pursue a career that will allow you to make a difference?

Do you want enhanced job security whilst being part of an industry-leading group?

As a Financial planning specialist with Liberty, we allow you to pave your own professional path by providing expert advice and shaping your client’s financial futures.

Thrive in a dynamic and supportive environment that will allow you to reach your full potential

You will have access to extensive, specialized training. This will coach you on helping clients achieve their financial goals through personalized strategies that suit their unique financial circumstances. This training also allows our advisors to play to their individual strengths and characteristics in terms of providing value to clients

Duties & Responsibilities

Key Functions:

This role requires networking and prospecting in order to secure new clients.

Set up appointments and meet with clients in person
Analyse clients’ financial situation (e.g. income, expenses and liabilities)
Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Present and sell suitable financial products and services

Candidate Requirements

Desired Personal Qualities:

Ability to network
Entrepreneurial mindset
Tenacious and passionate personality
Being able to work independently
Outstanding communication skills

Requirements:

Driver’s License and own transport essential
Matric is essential
Clear criminal and credit record
Must be computer literate
Tertiary qualification would be highly advantageous
Relevant industry qualification (i.e. RE5/RE1) also advantageous

Package & Remuneration

Excellent commission based earning potential where you have control over your earnings, and effort equals reward.

You will be provided with:

Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand
Opportunity to further your studies
Supportive environment to allow you to focus on providing excellent customer service and growing your client base
Full training and mentorship
Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.
Continuous and on-going In-house training and development
Recognition - monthly and annual incentives and rewards
Excellent Opportunities for advancement and growth

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Planning Partner Assistant
Location: Hillcrest
Salary: Monthly
Our client in the financial Services industry is currently looking to employ financial Planning Partner Assistant based in KZN (Gillitts).A wonderful career opportunity awaits you.
3 days ago

Financial Planning Assistant - KZN
Location: Kloof
Salary: Monthly
Leading organisation within the "investments and financial services industry" requires a Administrator for the KZN branch. This position is based in Kloof / Gillitts.
26 days ago

Financial Accountant
Location: Durban
Salary:
financial Accountant required to join a client based in Kloof.
2 days ago

Financial Advisor (Risk Products)
Location: Durban
Salary: Monthly
Our client in the financial Services Industry based in KZN is currently looking to employ a financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you.
3 days ago

Financial Manager (KZN)
Location: Durban
Salary:
financial Manager in Kwa-Zulu Natal needed.
5 days ago

Financial Advisor Commercial Business Insurance
Location: Durban
Salary: 35000 Monthly
Well established financial Services company in KZN is looking for a financial Advisors to join their team.
5 days ago

Group Financial Manager
Location: Durban
Salary: 1 600 000 Annually
Find Fulfilment and Success!
6 days ago

Financial Manager
Location: Durban
Salary: 750000 Annually
Respected construction company in Durban is looking for an experienced financial Manager to head the financial department.
6 days ago

Financial Controller
Location: Durban
Salary: 600000
My client in the entertainment industry is seeking a financial Controller to be a part of their driven team. This organization value their employees and provides them with the means to grow within the company, opening many doors in the process. If this is an offer that excites you, apply now!
7 days ago

Financial Controller: CA(SA)
Location: Durban
Salary: 600000
My client in the entertainment industry is seeking a financial Controller to be a part of their driven team. This organization value their employees and provides them with the means to grow within the company, opening many doors in the process. If this is an offer that excites you, apply now!
7 days ago

Financial Planner

Duties & Responsibilities

Candidate Requirements

Package & Remuneration

Similar jobs you might be interested in:

Create a free job alert for Financial Planner in Durban

Jobseekers

Recruiter

General