Financial Planner

4 weeks ago

East Rand, South Africa Liberty Standard Bank Group Full time

Financial Planners We at Liberty are geared for success and expanding our Sales Force We, Liberty , are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals. The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. Responsibilities Sourcing and meeting potential clients Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc. Completing financial needs analysis on clients. Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed. Protect, secure, and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning. Providing investment opportunities across a broad spectrum of regulated products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Requirements Tertiary Qualifications Relevant tertiary qualifications will be highly desirable. Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential. Experience Finance, Financial planning, or Wealth Management experience. Personality Customer-centric & results driven. Professional Communication standards Clear credit record, with no criminal record. Valid drivers license (compulsory). Own reliable transport (compulsory). Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mindset (must be able to work independently). Exceptional Interpersonal skills. An established network of clients and the ability to prospect for new business. Sales ability. Tenacity. Effective planning, organizing, and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential. The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications. Utilise established support tools & services of an international business. Salary Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

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