Financial Planner

Are you a people-person with an entrepreneurial spirit, professionalism, and a strong sales background? Apply today In this role, you'll guide clients in planning their finances, projecting savings and investment outcomes, and making strategic adjustments. Youll help them prepare for retirement, safeguard against unforeseen events, and take steps toward their financial goals with confidence and efficiency. Support private clients and businesses by crafting tailored financial strategies, empowering them to achieve growth through expert financial planning. Full training and ongoing support provided. Key Activities: Expand Your Network: Actively prospect and connect with potential clients to grow your portfolio. Nurture Relationships: Strengthen and maintain lasting connections with existing clients, ensuring trust and loyalty. Deliver Expert Advice: Offer comprehensive financial planning solutions tailored to each clients unique needs and goals. Stay Ahead of the Curve: Uphold full compliance with current financial legislation and industry standards. Build Your Legacy: Establish and manage your own professional practice while leveraging the trusted Liberty brand. Minimum Qualifications: A tertiary qualification is highly preferred. Desired Qualifications: Commercial/Business Degree or Diploma Experience: Previous experience in sales is essential (References required) Other essential Requirements: Clear Credit record is essential Clear Criminal Record is required Own laptop Own Transport and Drivers License - this is non-negotiable Attributes: Professionalism, excellent people skills, determination & drive

Location: eThekwini, ZA

Posted Date: 1/8/2025