Financial Planner (Training Provided)

Liberty Group; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm in Durban is seeking a driven Financial Planning Specialist to assess financial needs of clients. The ideal candidate will have at least three years of experience in a client-facing role, excellent networking abilities, and a clear credit record. A tertiary qualification is preferred along with a valid driver's license and own vehicle. Join us to make a positive impact on people's financial future.

Qualifications

• Minimum of three years' experience in a client-facing environment.
• Valid driver's license and own vehicle required.
• Clear credit and criminal record is essential.

Responsibilities

• Assess financial needs of individuals and businesses.
• Develop and maintain client relationships.
• Work independently to achieve sales targets.

Skills

Building relationships

Networking

Sales experience

Interpersonal skills

Education

Tertiary qualification (Matric essential)

Job description

Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others?

As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses...Tertiary qualification is highly preferable (Matric is essential).

A minimum of three years' full-time working experience in a client facing environment.

Previous experience in external / outbound sales is an advantage.

Own vehicle and valid driver’s license is a non-negotiable requirement.

Ability to network, prospect and build relationships.

Ability to work independently.

Clear credit and criminal record is needed.

Career driven person with strong entrepreneurial drive and excellent interpersonal skills.

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