Mar 04, 2021

Accredited Financial Planner

  • Liberty Group Ltd
  • Durban, South Africa
Full time Finance

Job Description

Liberty is offering a great opportunity for entrepreneurial individuals who wish to expand their horizons and start a new challenge!

Build your own Financial Planning business under the Liberty brand with support from all departments and affiliated entities.

This lucrative career allows you to determine your own income, have the freedom and flexibility of running your own business and managing your own diary, give sound advice to your clients, build trusting relationships with your clients and, most importantly not only assist your clients to reach financial freedom, but also achieve your own financial goals.

Duties & Responsibilities
• Networking and prospecting to find new business

• Setting up appointments and meeting clients in person

• Develop and implement solutions for clients.

• Identify and build relationships with your clients.

• Annual client reviews • Upselling and cross-selling.

• Adhere to underwriting criteria (FAIS requirements).

• Remain accredited and up to date with industry developments

Desired Experience & Qualification
The ideal candidate will be an entrepreneur and self-starter with the ability to think outside the box and work under pressure in busy, competitive environment.

Matric is essential, a tertiary qualification is very desirable.
The ability to work productively alone as well as in a team within a competitive environment is required.
A professional appearance and good communication and interpersonal skills is essential.
Experience in the sales sector is very beneficial.
Own transport is non-negotiable.
Clear credit and criminal record is important.
Own laptop and good computer literacy

• RE 5 (for experienced advisors only)

• Min 120 Long Term FAIS Credits (for experienced advisors only)

Package & Remuneration
This role is commission based. We have a very generous commission and benefit structure. Monthly commission/income is unlimited for the Go-Getter.

You will be provided with:

Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand
Opportunity to further your studies
Supportive environment to allow you to focus on providing excellent customer service and growing your client base
Above average commission based income and perks
Full training and mentorship
Corporate environment and big company presence,

Interested? Please apply online OR email 

Apply Now