Financial Planners
We at Liberty are geared for success and expanding our Sales Force!
We, Liberty , are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you.
The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals.
The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven.
Responsibilities
- Sourcing and meeting potential clients
- Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
- Completing financial needs analysis on clients.
- Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed.
- Protect, secure, and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning.
- Providing investment opportunities across a broad spectrum of regulated products.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Requirements
- Tertiary Qualifications – Relevant tertiary qualifications will be highly desirable.
- Financial Planning Qualifications – RE5, NQF5, CFP, etc. will be beneficial, but not essential.
- Experience – Finance, Financial planning, or Wealth Management experience.
- Personality – Customer-centric & results driven.
- Professional Communication standards
- Clear credit record, with no criminal record.
- Valid driver’s license (compulsory).
- Own reliable transport (compulsory).
