Financial Planner

1 week ago

East London, South Africa Liberty Full time

At Liberty, we are always looking to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in East London.

**Roles and responsibilities of a Financial Planner**
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
- Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients

**Remuneration**
- Uncapped commission
- R10000 startup stipend
- Medical Aid
- Company benefits
- Training and development
- An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning

**Job Types**: Full-time, Permanent

**Salary**: R10,000.00 per month

COVID-19 considerations:
COVID-19 protocols in place

Application Question(s):

- Must have a valid drivers license and own vehicle
- Criminal and credit clear

**Education**:

- High School (matric) (required)

**Experience**:

- Sales/Customer Facing: 2 years (preferred)

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