Informacje o stanowisku

Wealth Planner / Financial Advisor

In the midst of challenging times in South Africa, Liberty offers you an opportunity to reshape your career and embrace new possibilities . We believe that now is the time to pause, reflect, and focus on personal and professional growth.

Your journey with Liberty begins and ends with family. We value individuals who believe in themselves and are determined to achieve success in their lives.

In this role, set your sights high, to dream big, and to relentlessly pursue excellence in everything you do. Embrace the opportunities that lie ahead, embrace the challenges, and let your passion for helping others drive you forward.

Do you doubt that you have what it takes to succeed? Think again. This is your chance to turn your aspirations into reality.

Value

As a Wealth Planner or Financial Advisor with Liberty, youll have the opportunity to:

• Build a professional business practice within Libertys esteemed framework.
• Receive guidance and support from experienced business mentors.
• Let your passion of helping others make a positive impact on the lives of individuals, families, and businesses in your community.

Desired Experience

• Work with individuals and business owners to assess their financial needs and help them achieve financial goals.
• Have the ability to network and prospect for new clients.
• Set up appointments and meet with clients to establish their specific needs.
• Analyse clients financial situations (e.g. income, expenses, and liabilities).
• Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
• Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning, and retirement planning.
• Customize financial solutions according to clients changing needs.

Package & Remuneration

Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field is an advantage
• Min 3 years working experience

Requirements

• South African ID
• Clear credit and no criminal record
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication, and social skills are essential
• To commit to a self-development learning path

Interested?

If youre ready to take control of your career and create a path to success, Liberty welcomes you with open arms. Join us and become a part of a team dedicated to helping others thrive.

Apply now to start your journey with Liberty.

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