Professional Financial Planner
3 days ago
We are seeking a skilled Professional Financial Planner to join our team at Liberty Standard Bank Group 2. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to our clients.
Key Responsibilities:
- Build a professional practice under the Liberty brand
- Provide financial planning support to clients
- Build strong long-lasting client relationships
- Prepare financial plans
- Respond to prospective customer queries about financial planning
- Improve people's lives by making their financial freedom possible
Benefits:
- Training and development (product, systems, and sales)
- Competitive commission based on achieving set sales targets
- Passive income creation
- Flexible working hours
- Opportunity to join a well-established, reputable brand
Requirements:
- Laptop
- Clear credit record
- Clear criminal record
- Industry experience (advantageous)
- Vehicle/access to a vehicle
- Skills: Strong communication/interpersonal skills
- Strong analytical thought process
- Reliability
- Previous sales track record (advantageous)
- Qualifications: Matric (essential)
- Degree (preferable)
- Regulatory Exam (RE exam) (highly advantageous)
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