Financial Planner

1 month ago


Johannesburg, Gauteng, South Africa Liberty Full time
Unlock Your Earning Potential

This role offers a unique opportunity for a driven and ambitious individual to become a trained Financial Planner.

Key Responsibilities:

  • Understand clients' financial needs and goals
  • Determine clients' expenses, income, insurance coverage, and risk tolerance
  • Provide advice on insurance coverage, investment planning, and cash management
  • Regularly review clients' financial data and analyze their financial objectives
  • Prepare and interpret financial document summaries, investment performance reports, and income projections
  • Manage and update clients' portfolios
  • Build and maintain a client base

Requirements:

  • Matric
  • 2 years Sales experience
  • RE 5, FAIS qualification an added advantage but not essential
  • Own car
  • Drivers License
  • Laptop
  • Network of clients

What We Offer:

  • Full training offered
  • Commission-based employment with uncapped earning potential
  • Great Leadership and mentorship

This is a FAIS role with a focus on delivering exceptional client service and achieving sales targets.


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