Liberty Group Ltd: Financial Planner

  • Full Time
  • Umhlanga, Kwa-Zulu Natal, South Africa

Liberty Group Limited

Introduction

We are currently growing our network of Advisers in KZN. Begin a new career as a Financial Planner with proven support, flexibility and unlimited earning potential.

 

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver

trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our

communities, and achieving success that is mutual.

 

Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB

 

Liberty is not just our name. It’s what we do

 

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Duties & Responsibilities

Responsibilities:

Build a professional practice under the Liberty brand

Provide financial planning support to clients

Cultivate strong client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Improve people’s lives by making their financial freedom possible

Maintain awareness of the latest legislative changes that may affect financial planning

Communicate with clients to learn about their needs and help them achieve their goals

Desired Experience & Qualification

Qualifications:

Matric (essential)

Degree (preferable)

Regulatory Exam (RE exam) (highly advantageous)

 

Requirements:

Laptop

Clear credit record

Clear criminal record

Valid driver’s licence

Own vehicle essential

 

Skills:

Excellent communication skills

Strong networking and relationship building skills

Strong presentation skills

Independence

Reliability

Determination

Previous sales track record advantageous

 

Package & Remuneration

Benefits:

Career development and top-notch coaching to take your career to the next level

Competitive commission structure

Recognition programs that reward top performance

Passive income creation

Flexible working hours

Opportunity to join a well-established, reputable brand

Strong suit of tools to enhance your competitive edge

Interested?

Liberty Group LtdMelissa Olwage


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