Financial Planner

Liberty Group; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Gauteng seeks motivated individuals to build relationships with clients and assist them in achieving their financial goals through tailored financial plans. Candidates should have a minimum NQF 5 qualification in Wealth Management or related fields, along with experience in sales and client servicing. Strong interpersonal skills are essential for success in this role.

Qualifications

• 1 year of experience in sales & client servicing preferred.
• Minimum NQF 5 qualification in relevant fields.
• Strong interpersonal and client relationship skills.

Responsibilities

• Build relationships with clients.
• Perform financial needs analyses.
• Develop and present financial plans.
• Research and compare investment options.

Skills

Interpersonal skills

Client relationship management

Sales experience

Education

NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking

Job description

Overview

Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial products.

Responsibilities

Build relationships with clients; perform financial needs analyses; develop and present financial plans; research and compare investment options and insurance products; assist clients in achieving their financial goals.

Qualifications

• 1 year(s) experience in sales & client servicing (preferred)
• Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields)
• Strong interpersonal and client relationship skills
• Self-motivated, ethical, and goal-oriented