Graduate Financial Planners Liberty offers a structured, proactive training programme for Graduates. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the Financial Sector under the Liberty Banner.
Duties 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 Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts Manage and strengthen relationships Resolve client concerns, queries and / or complaints Requirements Matric is essential.
A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing, Business) Own vehicle and valid drivers license is an absolute requirement Ability to work independently Able to network, prospect and build relationships Clear credit and criminal record