Financial Planner - Cape Town

Liberty; Cape Town; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Liberty is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives. As a Liberty Financial Adviser, you will help individuals, families and companies make confident financial decisions and work towards their financial goals.

Your role will include building and developing your own client base, identifying new business opportunities, understanding clients' needs and providing appropriate financial planning solutions.

Qualifications

• Entrepreneurial mindset and a self-motivated attitude.
• Excellent relationship-building and communication skills.
• Willingness to learn and develop professionally.

Responsibilities

• Building and developing your own client base
• Identifying new business opportunities
• Understanding clients' financial needs and aspirations
• Providing appropriate financial planning solutions
• Building long-term, trusted client relationships
• Reviewing and adapting clients' financial plans as their lives change

Job description

ARE YOU READY TO BUILD MORE THAN A CAREER? BUILD YOUR OWN BUSINESS. BUILD YOUR FUTURE. Liberty is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives. As a Liberty Financial ...

WHAT WILL YOU DO?

You will help individuals, families and companies make confident financial decisions and work towards their financial goals.

Your role will include;

• Building and developing your own client base
• Identifying new business opportunities
• Understanding clients' financial needs and aspirations
• Providing appropriate financial planning solutions
• Building long-term, trusted client relationships
• Reviewing and adapting clients' financial plans as their lives change

YOUR SUCCESS

With uncapped commission, your earning potential is directly linked to the value you create and the business you build.

This is an opportunity for people who are prepared to take ownership, build relationships and grow something of their own.

You don't have to build alone. Liberty provides access to;

• Professional training & development
• Develop the knowledge, skills and confidence to grow as a Financial Adviser.

• Technology & business support
• Access tools and infrastructure designed to help you work smarter and serve your clients effectively.

• A recognised financial-services brand
• Build your business with the credibility and support of an established organisation.

• A collaborative environment
• Learn from experienced professionals and become part of a network that supports growth.

THIS COULD BE FOR YOU IF…

• You are entrepreneurial and self-motivated
• You enjoy building relationships
• You are ambitious and results-driven
• You are passionate about helping people
• You are willing to learn and develop professionally
• You want to take ownership of your career
• You see opportunity where others see uncertainty

YOUR CAREER. YOUR BUSINESS. YOUR CHOICE.

Don't settle for simply having a job.

Build a career that you can grow, shape and own.