Professional Financial Planner

3 days ago


Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

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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