Financial/Wealth Planner and Advisor

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

Job Description

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.
Advise 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
Drivers License
Laptop

Package & Remuneration

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

Insurances

#J-18808-Ljbffr

Apply directly

Related Jobs

Business Analyst Pretoria

Noam Solutions • Other • Pretoria, Johannesburg, Gauteng, Gauteng, South Africa • $200 - $300 / year • 4h ago

SKU-ZAWJO

4h ago

Apply

Client Services Manager

Prep2Perfection • Other • Johannesburg, Pretoria, Gauteng, Gauteng, South Africa • $200 - $300 / year • 4h ago

SKU-ZAWJO

4h ago

Apply

Group Financial Manager Executive CTC package offered

Pollock & Associates • Other • Randburg, Pretoria, Johannesburg, Gauteng, Gauteng, Gauteng, South Africa • $200 - $300 / year • 4h ago

SKU-ZAWJO

4h ago

Apply

CIVIL DESIGN ENGINEER R38000-R40000

Noam Solutions • Other • Centurion, Pretoria, Johannesburg, Gauteng, Gauteng, Gauteng, South Africa • $200 - $300 / year • 4h ago

SKU-ZAWJO

4h 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

Client Services Manager Johannesburg or Pretoria

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

SKU-ZAWJO

10h ago

Apply

Junior Attorney Pretoria

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

SKU-ZAWJO

10h ago

Apply

Business Development Manager Johannesburg North

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

SKU-ZAWJO

10h ago

Apply

Wealth Planner Braamfontein, Menlyn, EastGate, Cresta, Rosebank.

Liberty Group Ltd • Other • City of Johannesburg Metropolitan Municipality, Pretoria, 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