Wealth Planner

As a Financial Adviser at Liberty, you will receive comprehensive training and ongoing support to establish and grow your own Financial Planning Practice. Your key responsibilities will include providing tailored financial advice to clients, focusing on building a loyal client base, and ensuring their financial success.

Our Ideal candidate:

Unlike an Employer/Employee relationship, this will be a partnership. Those that do well in this industry are typically individuals who:

• Network and relate easily (exceptional people skills).
• Do not require micromanagement to be productive and active.
• Have a desire to have autonomy and control of their actions, outcome & income.
• Are persistent and resilient - qualities every entrepreneur should possess.
• Come from a background where they were excellent in their role, but felt they are capable of more.
• Want to be rewarded for their effort.

Benefits:

• Lucrative Income Potential: Enjoy a competitive remuneration structure with a basic and a strong residual income component as well as Corporate Retirement Savings, Group Life benefits and Medical Aid subsidy.
• Diverse Offerings: Provide a range of services including Risk, Investment, Retirement, Corporate Group Benefits, Medical Aid, Short Term Insurance, and Wills.
• Comprehensive compliance support, no "Desk fees", Telephony, Office365 license, Industry exams and qualifications included in value proposition.
• Professional Growth: Multiple opportunities for continuous professional development and personal growth.
• Reputable Company: Join a company with a proven track record and history in the financial services industry.
• Culture of Recognition: Work in an environment that celebrates hard work, dedication and success.

Requirements:

• South Africa Citizenship.
• Matric qualification minimum.
• Tertiary qualification is preferred.
• Previous experience in sales or a strong customer service environment is required.
• Clear credit and Criminal record.
• Own laptop and reliable vehicle is essential.
• Reside in the Durban / greater Durban area.

Attributes:

• Friendly, professional demeanor with excellent interpersonal skills.
• Entrepreneurial spirit and autonomy.
• Demonstrated success in past roles (track record).
• Strong learning ability and willingness to adapt.
• Ability to network and build relationships.

We look forward to welcoming you to our team!