Location: Cape Town,Western Cape,South Africa

Financial Adviser, Other, Cape Town. Company Name: Liberty. At Liberty we strive to collaborate with talented, driven and passionate 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.

In this role, you will work alongside a collaborative team of professionals who provide holistic, best interest advice. You will be responsible for maintaining an existing client base and providing professional advice services to a new client base.

Duties: 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.

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

Requirements: National Senior Certificate (matric). Tertiary education preferably in law, economics, business, entrepreneurship or similar. Criminal and credit clear. Drivers license and own vehicle.

Remuneration: Uncapped commission. R 10 000.00 startup stipend (6 months for new to industry advisers). Medical Aid. Company benefits. Training and development.

Posted: 12-05-2023
Salary: Attractive packages with fringe benefits

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

How to apply?

Send me your cv today if you meet the requirements: antoinette.meyer@liberty.co.za

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