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Financial Planner

Liberty Financial Advisers
East London East London, Eastern Cape Buffalo City, South Africa
Closing date
Jun 25, 2024

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Job Role
Contract Type
Full Time

At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry.

We are currently sourcing Financial Planners to join our dynamic team in Cape Town.
  • Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
  • Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
  • Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
  • Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

  • R10 000.00 monthly startup stipend (new to industry only)
  • Uncapped 70% commission
  • Full company benefits including medical aid
  • Incentives
  • World class training

Tertiary education preferable

Matric certificate essential

Clear criminal and credit record

Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients

An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning

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