Junior Financial Planner (Graduate)

Recruiter:

Liberty Group

Job Ref:

Zelda04/21Pta

Date posted:

Thursday, April 15, 2021

Location:

Pretoria, South Africa

Salary:

Commission & Benefits

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

POSITION INFO:

Do you want full training and support, 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.

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Junior Financial Planner (Graduate)

Duties & Responsibilities

Candidate Requirements

Package & Remuneration

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