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Financial Planner and Advisor

Employer
Liberty Financial Advisers
Location
Bedfordview Bedfordview, Gauteng East Johannesburg, South Africa
Salary
Competitive
Closing date
Jun 29, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
This role enables a driven and ambitious individual to become a trained Financial Planner

Training provided, professional development and hands on mentoring

Short term and long term products

Build a sustainable practice and uncapped income.

Excellent uncapped earning opportunity. Great Leadership and mentorship offered.

Understand clients financial needs

Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Answer clients questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients portfolios.

Building and maintaining your client base. This is a FAIS role

Matric

2 years Sales experience

RE 5, FAIS qualification an added advantage but not essential

Own car

Drivers License

Laptop

Network of clients

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