Financial / Wealth Planner And Advisor

Liberty Group Ltd; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Liberty Group Ltd seeks an ambitious individual to become a trained Financial Planner in Johannesburg. This role offers excellent uncapped earnings with mentorship and strong leadership. Applicants should possess a Matric certificate, sales experience, and ideally hold an RE 5 FAIS qualification.

Benefits

Incentives on every product sold

Insurance benefits included

Qualifications

• 2 years sales experience required.
• RE 5, FAIS qualification advantageous but not essential.
• Own car and driver's license needed.

Responsibilities

• Understand clients' financial needs and provide tailored advice.
• Manage and update clients' portfolios regularly.
• Build and maintain your client base.

Skills

Client Needs Assessment

Financial Advice

Portfolio Management

Education

Matric

Tools

Laptop

Job description

Job Description

For over 60 years, we at Liberty have been in it with our clients.

We were with you on your first day of work, right until the day you retired.

For more than six decades, we've helped you dream of it, plan for it, and deal with it.

We've been in it with you.

This role enables a driven and ambitious individual to become a trained Financial Planner. It offers an excellent uncapped earning opportunity.

Great leadership and mentorship are offered.

Duties & Responsibilities

• Understand clients' financial needs.
• Determine clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
• Answer clients' questions and address concerns.
• Advise clients on insurance, investment planning, cash management, and other areas to help reach financial goals.
• Regularly review clients' accounts and analyze financial data for necessary adjustments.
• Prepare or interpret financial documents, investment reports, and income projections.
• Manage and update clients' portfolios.
• Build and maintain your client base.

This is a FAIS role.

Desired Experience & Qualifications

• Matric
• 2 years sales experience
• RE 5, FAIS qualification (advantageous but not essential)
• Own car and driver's license
• Laptop

Package & Remuneration

• Incentives paid on every product, from product 1, uncapped.
• Insurance benefits included.