Financial Planner With Liberty

Liberty Standard Bank Group; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading South African financial services provider is looking for a Financial Planner. In this role, you will sell financial products and build lasting relationships with clients, ensuring they have tailored financial plans. The ideal candidate must be a South African citizen or Permanent Resident with at least a Matric/Grade 12 qualification, a valid driver's license, and a clean credit record. This position offers an opportunity to grow a profitable practice within a respected company.

Qualifications

• South African citizen or Permanent Resident with a valid ID number.
• Valid South African driver's license and reliable motor vehicle.
• Good credit history and no criminal record.

Responsibilities

• Sell Liberty products to achieve strategic vision and targets.
• Prospect for clients and secure appointments daily.
• Conduct professional financial needs analysis and make recommendations.
• Build long-term relationships with clients for trust and credibility.
• Meet all legislative and accreditation requirements.

Skills

Sales skills

Client relationship building

Financial analysis

Education

Matric/Grade 12 qualification or equivalent

NQF 5 qualification (if 5 years' experience)

RE qualification (if 2 years' experience)

Job description

Financial Planner Liberty As a leading South African financial services provider, Liberty serves individual, business and institutional clients and we have developed a unique platform to continue to strengthen our leadership position. It is important for everyone to have a financial plan in place that leads us to where we want to be in life. Joining a team of winners, you will set up your own business practice within one of the most dynamic and respected companies in South Africa. Job Description

• To sell Liberty products in a professional manner enabling Agency and Entrepreneurs Distributions in achieving its strategic vision & therefore meeting targets profitably.
• To prospect for clients / to obtain leads to secure appointments - daily activity.
• To conduct a professional FNA to make needs based recommendation that could lead to a sale.
• To achieve sales targets as set out by Liberty.
• To build relationships with clients so that consultant wins confidence, credibility and trust.
• Elicit information to maximize the effectiveness of a clients portfolio. To secure 2nd appointment.
• To give objective professional advice on clients needs.
• To portray the appropriate propriety in their target market.
• To meet all legislative requirements.
• To remain accredited and up to date with relevant market & industry related subjects.
• To remain adequately equipped and knowledgeable regarding the latest technology.
• To build a long-term professional, profitable practice Minimum Requirements Must be a SA citizen or Permanent Resident, must have a valid 13 digit ID number that is checked by MIE. A minimum matric / grade 12 qualification or equivalent as defined by SAQA. If the individual has 5 years' experience in the industry - as per DOFA date, then the relevant NQF 5 qualification applies If the individual has 2 years' experience in the industry - as per the DOFA date, the RE qualification applies. Valid SA drivers licence Reliable motor vehicle SA income tax number. No criminal record Credit clear