Financial Planning Consultant

2 months ago


Johannesburg, Gauteng, South Africa Liberty Full time
Position Overview:
At Liberty, we have been dedicated to our clients for over 60 years, supporting them through every stage of their financial journey. This position is ideal for a motivated and ambitious individual looking to become a qualified Financial Planner.

Key Responsibilities:
1. Assess clients' financial situations by understanding their expenses, income levels, insurance needs, financial objectives, tax status, and risk tolerance.
2. Address client inquiries and provide solutions to their concerns.
3. Offer expert advice on insurance, investment strategies, cash management, and other financial matters to help clients achieve their financial aspirations.
4. Conduct regular reviews of clients' financial accounts and analyze data to determine necessary adjustments based on life or economic changes.
5. Prepare and interpret financial summaries, investment performance reports, and income forecasts for clients.
6. Manage and update clients' investment portfolios consistently.
7. Build and nurture a robust client base.

Minimum Requirements:
- Matric qualification
- A minimum of 2 years of sales experience
- RE 5 and FAIS qualification are advantageous but not mandatory
- Valid driver's license
- Access to a personal vehicle
- Proficiency with a laptop
- Established network of clients

At Liberty, we pride ourselves on providing excellent leadership and mentorship, along with an exceptional uncapped earning potential for our Financial Planners.

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