Wealth Planner (Graduate)
Liberty Financial Advisers
Randburg, Gauteng, ZA
3d ago
source : Careers24

We are looking to hire a driven Graduate to join our team and be trained as financial planner. To excel in this tightly regulated role you should have excellent people skills, perseverance and a go-getting attitude.

Key Activities & Responsibilities You will spend your day talking to clients about their financial objectives and challenges and will then recommend an appropriate financial planning strategy.

Full training and ongoing support given. Opportunities for Advancement and growth. Leads and set appointments provided Excellent earning potential Responsibilities : Meeting clients in person Develop and implement solutions for clients.

Identify and build relationships with your clients. Annual client reviews Upselling and cross-selling. Adhere to underwriting criteria (FAIS requirements).

Remain accredited and up to date with industry developments General : Own laptop Valid South African Drivers license and own vehicle (Essential) Clear criminal record Clear credit record Academic : Completed degree or National Diploma (required) Skills & Attributes : Excellent communicator Confident, driven individual Solid computer literacy Can-do attitude and ambition

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