Financial Planner (Training provided)

Liberty Group; Pretoria; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Liberty Group in Pretoria is seeking a dynamic Financial Planning Specialist to assess the financial needs of individuals and businesses and build lasting client relationships.

You will network, prospect and collaborate with clients, providing tailored advisory services. The role requires a minimum of three years in a client-facing environment, a matric (tertiary preferred) and an own vehicle. Independence, entrepreneurial spirit and strong interpersonal skills are essential.

Qualifications

• Matric is essential; tertiary qualification highly preferable.
• Minimum 3 years' full-time client-facing experience.
• Own vehicle and a valid driver's license is a non-negotiable requirement.
• Clear credit and criminal record.
• Ability to network, prospect and build relationships.
• Ability to work independently.
• Career-driven with strong interpersonal skills.

Skills

Networking

Prospecting

Relationship building

Independent worker

Interpersonal skills

Entrepreneurial drive

Education

Matric

Tertiary qualification preferred

Job description

Are you driven & professional with a talent for building relationships, a knack for businessand a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and business...

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years’full-timeworking experience in a client facing environment
• Previous experience in external / outboundsalesis an advantage
• Ownvehicleand valid driver's license is a non-negotiable requirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clearcreditandcriminal record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills