Financial Planning Specialist
3 weeks ago
As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals. In this role, you will be working closely with clients to understand their financial needs and develop tailored strategies to meet those needs. This includes identifying and recommending suitable investment and insurance products to help clients build wealth and protect their assets.
Key responsibilities of the Financial Adviser role include:
Key Activities* Source and develop a client base through networking and prospecting
* Meet clients in person to provide them with financial planning advice and solutions
* Identify and recommend suitable investment and insurance products to clients
* Provide ongoing financial planning advice to retained clients
* Develop and implement strategies to obtain and manage business opportunities
* Manage and strengthen relationships with clients
* Resolve client concerns, queries, and complaints
Benefits* Competitive commission based on achieving set sales targets
* Opportunity to work with a well-established and reputable brand
* Opportunities for training and development
Desired Experience & Qualifications* A tertiary qualification is an advantage
* Experience in the sales sector is essential
* Ability to work under pressure and meet sales targets
* Professional appearance and good communication and interpersonal skills
* Ability to network and prospect to grow client base
* Clear credit and criminal record
* Own transport is non-negotiable
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Financial Planning Specialist
2 weeks ago
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Financial Planning Specialist
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