Wealth Planner

Wealth Planner Finance, Insurance, and Investment Join the Liberty brand and prestigious reputation. One of SAs leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture. Earn a rewarding commission based income together with passive income flows and grow your wealth over the long term. 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. Key Accountabilities: 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 Manage and strengthen relationships Career Growth 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 Opportunities for advancement and growth Job Requirements Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing, Business) Own vehicle and valid drivers license Able to network, prospect and build relationships Clear credit and criminal record

Location: Westville, ZA

Posted Date: 1/7/2025