Financial Planner vacancy at Liberty (R10000 startup stipend)

Financial Planner vacancy at Liberty (R10000 startup stipend)

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Financial Planner vacancy at Liberty (R10000 startup stipend)

Deadline: Ongoing / Not specified

Location: South Africa

Financial Planner vacancy at Liberty

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. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

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.

If you feel you have these attributes, are driven to succeed and have an inherent desire to change the lives of those around you, send me your CV today.

Duties & Responsibilities

  • Meet with clients to discuss their financial needs
  • Recommend investments to clients
  • 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.

And much much more.

MORE OPPORTUNITIES:

Desired Experience & Qualification

  • Must reside in the Western Cape
  • Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar)
  • Drivers license and own vehicle
  • Clear criminal and credit record

Package & Remuneration

  • R10000.00 startup stipend (new to industry financail planners only)
  • Medical aid
  • Corporate company benefits
  • Uncapped commission
  • Professional development and accreditation

Application

To apply, visit Liberty Standard Bank Group career site.

NB: Applications are strictly online.

Careers Office is on Social media platforms for more updates, follow our WhatsApp channel.

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