Your Next Chapter: Become a Wealth Planner | Training from 1st day

EQ-FIN; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Wealth Planner who will have a transformative impact on clients' lives. Ideal candidates should possess a degree in finance and three years of relevant experience, demonstrating strong networking and communication skills. This role offers unlimited potential and requires a commitment to personal development.

Qualifications

• Minimum 3 years working experience.
• Driven by the challenge of a sales environment.
• Willingness to commit to self-development.

Responsibilities

• Impact clients' lives through financial planning.
• Network and build a clientele base.
• Commit to continuous personal development.

Skills

Strong networking skills

Communication skills

Sales-driven

Education

Degree in financial field

Grade 12-Matric

Job description

Overview

Are you ready to begin a new chapter that goes beyond just a career. One whereyour work directly impacts lives, families, and futures? As aWealth Planner at Liberty, you’ll play a life-changing role in your clients’ lives. From ensuring a family ca...

Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience

Requirements

• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path