Financial Planner

Recooty; South Yorkshire; On-site; GBP 60,000 - 80,000

Job description

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.

Qualifications:

1. Matric (essential)
2. Degree (preferable)
3. Regulatory Exam (RE exam) (highly advantageous)

Requirements:

1. Laptop
2. Clear credit record
3. Clear criminal record
4. Valid driver's licence
5. Own vehicle essential

Skills:

1. Excellent communication skills
2. Strong networking and relationship building skills
3. Strong presentation skills
4. Independence
5. Reliability
6. Determination
7. Previous sales track record advantageous

Responsibilities:

1. Build a professional practice under the Liberty brand
2. Provide financial planning support to clients
3. Cultivate strong client relationships
4. Prepare financial plans and check their accuracy
5. Respond to prospective customer queries about financial planning
6. Improve people's lives by making their financial freedom possible
7. Maintain awareness of the latest legislative changes that may affect financial planning
8. Communicate with clients to learn about their needs and help them achieve their goals

Benefits:

1. 50% subsidised medical aid
2. Career development and top-notch coaching to take your career to the next level
3. Competitive commission structure
4. Recognition programs that reward top performance
5. Passive income creation
6. Flexible working hours
7. Opportunity to join a well-established, reputable brand
8. Strong suit of tools to enhance your competitive edge

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.

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

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