Description:
ARE YOU AN ENTREPRENEUR?
At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry.
We are currently sourcing Financial Planners to join our dynamic team in Cape Town.
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
REMUNERATION
- R 10000.00 startup stipend (new to industry advisers only)
- In addition you will earn 70% uncapped commission
- Company benefits including medical aid and provident fund
- Training and development
Requirements:
ARE YOU AN ENTREPRENEUR?
At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry.
We are currently sourcing Financial Planners to join our dynamic team in Cape Town.
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
REMUNERATION
- R 10000.00 startup stipend (new to industry advisers only)
- In addition you will earn 70% uncapped commission
- Company benefits including medical aid and provident fund
- Training and development
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
- R 10000.00 startup stipend (new to industry advisers only)
- In addition you will earn 70% uncapped commission
- Company benefits including medical aid and provident fund
- Training and development
Tertiary education preferably law, finance, economics, entrepreneurship and marketing
Matric certificate essential
Clear criminal and credit record
Drivers license and own vehicle
Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning