Wealth Planner Offices throughout Gauteng

Liberty Group Ltd • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 3h ago

Insurance and Wealth Creation Professionals t/a IWCP

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.

This role enables a driven and ambitious individual to become a trained Financial Planner.

Excellent uncapped earning opportunity. Great Leadership and mentorship offered.

Duties & Responsibilities

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 advice 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.
Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
Manage and regularly update clients’ portfolios.
Build and maintain your client base. This is a FAIS role.

Desired Experience & Qualification

Matric.
2 years Sales experience.
RE 5, FAIS qualification an added advantage but not essential.
Own car.
Driver's License.
Laptop.

Package & Remuneration

Incentives paid on every single product, from product 1 uncapped.

Insurances.

#J-18808-Ljbffr

Apply directly

Related Jobs

Back End C# Developer Pretoria

Noam Solutions • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $300 - $400 / year • 3h ago

SKU-ZAWJO

3h ago

Apply

Head: Investment Unit Negotiable

IT Ridge Technologies Pty Ltd • Other • Johannesburg, Centurion, Pretoria, Gauteng, Gauteng, Gauteng, South Africa • $500 - $600 / year • 3h ago

SKU-ZAWJO

3h ago

Apply

BACKEND C# DEVELOPER R40000

Noam Solutions • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $300 - $400 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Senior Back Office Developer

Nigel Frank International • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $300 - $400 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Subcontractor Gauteng

Noam Solutions • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Client Services Manager Johannesburg or Pretoria

Prep2Perfection • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Business Development Manager – Sub-Saharan Africa From 60000 to 85000 (Ctc) - Monthly

Professional Recruitment Partners • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

BUSINESS ANALYST R40000

Noam Solutions • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Business Development Manager R600k plus lucrative comm package

Pollock & Associates • Other • Randburg, Pretoria, Johannesburg, Gauteng, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply

Analyst Business Pretoria East

AGC Recruitment • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 10h ago

SKU-ZAWJO

10h ago

Apply