Financial Planner

3 weeks ago

Cape Town, South Africa Liberty Standard Bank Group Full time

AN OPPORTUNITY OF A LIFETIME.... Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients. Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning. Giving advice to clients is a privilege, and they trust you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity. Duties & Responsibilities Meet with clients to discuss their financial needs. Recommend investments to clients. Meet with prospective clients, implement solutions for new clients, and review plans with existing clients. Help clients make informed financial decisions. Assist clients in decisions about investing, retirement, and estate planning. Desired Experience & Qualification Must reside in the Western Cape. Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar). Drivers licence and own vehicle. Clear criminal and credit record. Package & Remuneration R startup stipend (NEW to industry financial planners only). Medical aid. Corporate company benefits. 70% uncapped commission. Professional development and accreditation. World class training. Interested? #J-18808-Ljbffr

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