Wealth Planner
Liberty Group
midrand, Gauteng, South Africa
1d ago
source : Job Placements

Are you looking to pursue a career that will allow you to make a difference?

Do you want enhanced job security whilst being part of an industry-leading group?

As a Financial planning specialist with Liberty, we allow you to pave your own professional path by providing expert advice and shaping your clients financial futures.

Thrive in a dynamic and supportive environment that will allow you to reach your full potential

You will have access to extensive, specialized training. This will coach you on helping clients achieve their financial goals through personalized strategies that suit their unique financial circumstances.

This training also allows our advisors to play to their individual strengths and characteristics in terms of providing value to clients

Duties & Responsibilities

Key Functions :

This role requires networking and prospecting in order to secure new clients.

  • Set up appointments and meet with clients in person
  • Analyse clients financial situation (e.g. income, expenses and liabilities)
  • Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
  • Develop sound plans and budgets for clients
  • Customize financial plans according to clients changing needs
  • Present and sell suitable financial products and services
  • Candidate Requirements

    Desired Personal Qualities :

  • Ability to network
  • Entrepreneurial mindset
  • Tenacious and passionate personality
  • Being able to work independently
  • Outstanding communication skills
  • Requirements :

  • Drivers License and own transport essential
  • Matric is essential
  • Clear criminal and credit record
  • Must be computer literate
  • Tertiary qualification would be highly advantageous
  • Relevant industry qualification (i.e. RE5 / RE1) also advantageous
  • Package & Remuneration

    Excellent commission based earning potential where you have control over your earnings, and effort equals reward.

    You will be provided with :

  • Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand
  • Opportunity to further your studies
  • Supportive environment to allow you to focus on providing excellent customer service and growing your client base
  • Full training and mentorship
  • Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.
  • Continuous and on-going In-house training and development
  • Recognition - monthly and annual incentives and rewards
  • Excellent Opportunities for advancement and growth
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