Financial Planner

Recooty; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Durban is seeking a Financial Planner to grow their network of Advisers. This role offers proven support and flexibility with unlimited earning potential. Candidates should have Matric as a minimum requirement, a degree is preferable, and regulatory exam certification is advantageous. Strong communication and networking skills are essential for success in building client relationships and advancing in this competitive role.

Benefits

50% subsidised medical aid

Career development and coaching

Competitive commission structure

Recognition programs

Passive income creation

Flexible working hours

Opportunity to join a reputable brand

Strong tools for competitive edge

Qualifications

• Matric certification is essential for this role.
• A degree in a relevant field is preferred.
• Completion of the Regulatory Exam (RE exam) will be advantageous.

Responsibilities

• Build a professional practice under the Liberty brand.
• Provide financial planning support to clients.
• Cultivate strong client relationships.
• Prepare accurate financial plans.
• Respond to customer queries about financial planning.
• Help clients achieve their financial freedom.
• Stay updated on legislative changes affecting financial planning.
• Learn about clients' needs to help them reach their goals.

Skills

Excellent communication skills

Strong networking and relationship building skills

Strong presentation skills

Independence

Reliability

Determination

Previous sales track record advantageous

Education

Matric (essential)

Degree (preferable)

Regulatory Exam (RE exam) (highly advantageous)

Job description

Overview

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

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