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Financial Planner

1 month ago

Pretoria, Gauteng, South Africa Liberty Full time
Unlock Your Potential as a Financial Advisor

At Liberty, we're seeking a driven and ambitious individual to join our team as a Financial Advisor. This role offers a unique opportunity to become a trained Financial Planner and excel in a dynamic and rewarding career.

Key Responsibilities:
  • Understand clients' financial needs and goals
  • Determine clients' expenses, income, insurance coverage, and risk tolerance
  • Provide expert 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 strong client base

This is a commission-based role with uncapped earning potential. As a Financial Advisor, you'll have the opportunity to work with a network of clients and provide personalized financial solutions. Full training is offered, and a background in sales and a valid driver's license are essential. If you're a motivated and results-driven individual with a passion for finance, we encourage you to apply.