Do you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice? Join one of the leading financial services companies and an incredible affiliate of the Liberty Group This role enables a driven and ambitious individual to become a trained Financial Planner Full training provided from scratch Excellent uncapped earning opportunity. Great Leadership and mentorship offered. 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 advices 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. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Manage and regularly update clients portfolios. Building and maintaining your client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Network of clients
