Mar 04, 2021

Wealth Planner

  • Liberty Group Ltd
  • East London, South Africa
Full time Business Development

Job Description

There is a role available in Nelspruit and in East London.

Are you looking to pursue a career that will allow you to make a difference?

Do you want enhanced job security whilst being part of an industry-leading group?

As a Financial planning specialist with Liberty, we allow you to pave your own professional path by providing expert advice and shaping your client’s financial futures.

Thrive in a dynamic and supportive environment that will allow you to reach your full potential

You will have access to extensive, specialized training. This will coach you on helping clients achieve their financial goals through personalized strategies that suit their unique financial circumstances. This training also allows our advisors to play to their individual strengths and characteristics in terms of providing value to clients

Duties & Responsibilities
Key Functions:

This role requires networking and prospecting in order to secure new clients.

Set up appointments and meet with clients in person
Analyse clients’ financial situation (e.g. income, expenses and liabilities)
Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Present and sell suitable financial products and services
Desired Experience & Qualification
Desired Personal Qualities:

Ability to network
Entrepreneurial mindset
Tenacious and passionate personality
Being able to work independently
Outstanding communication skills

Driver’s License and own transport essential
Clear criminal and credit record
Must be computer literate
Tertiary qualification would be advantageous
Relevant industry qualification (i.e. RE5/RE1) also advantageous
Package & Remuneration
Excellent commission based earning potential where you have control over your earnings, and effort equals reward.

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
Full training and mentorship
Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc.
Continuous and on-going In-house training and development
Recognition - monthly and annual incentives and rewards
Excellent Opportunities for advancement and growth

Interested? Please apply online or email your CV to us

Apply Now