Financial Planner

Recooty • Other • Umhlanga Rocks, Durban, KwaZulu-Natal, KwaZulu-Natal, South Africa • $200 - $300 / year • 2d ago

We are currently growing our network of Advisers in KZN. Begin a new career as a Financial Planner with proven support, flexibility and unlimited earning potential.

Qualifications:

Matric (essential)
Degree (preferable)
Regulatory Exam (RE exam) (highly advantageous)

Requirements:

Laptop
Clear credit record
Clear criminal record
Valid driver's licence
Own vehicle essential

Skills:

Excellent communication skills
Strong networking and relationship building skills
Strong presentation skills
Independence
Reliability
Determination
Previous sales track record advantageous

Responsibilities:

Build a professional practice under the Liberty brand
Provide financial planning support to clients
Cultivate strong client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Improve people's lives by making their financial freedom possible
Maintain awareness of the latest legislative changes that may affect financial planning
Communicate with clients to learn about their needs and help them achieve their goals

Benefits:

50% subsidised medical aid
Career development and top-notch coaching to take your career to the next level
Competitive commission structure
Recognition programs that reward top performance
Passive income creation
Flexible working hours
Opportunity to join a well-established, reputable brand
Strong suit of tools to enhance your competitive edge

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Liberty is not just our name. It's what we do

APPLY NOW

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Apply directly

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