Financial Planner at The Liberty Group

About the position

An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and providing you with the tools, training, and support to reap the rewards.

Start your own professional financial planning practice under the prestigious Liberty brand. Further opportunities for personal development and career growth.

Key Activities:

Provide an advice-based approach to financial solutions

• Network and prospect to source clients.
• Set up and attend client meetings.
• Provide holistic financial planning and investment advisory services.
• Present financial strategies and solutions
• Develop and execute retirement plans.
• Implement risk management and tax planning strategies.
• Develop and implement investment solutions
• Develop and implement corportate/business solutions
• Coordinate estate planning.
• Manage client relationships.
• Identify and cultivate new clients.
• Develop and grow your client portfolios
• Manage your financial practice
• Remain accredited and up to date in terms of FAIS

Desired Experience & Qualifications:

You should be an entrepreneurial individual with a business oriented mind-set, an effective communicator, analytical and customer-oriented who will meet or exceed established sales goals, while also meeting individual client needs and complying with pertinent policies and regulations. You will need to have ambition, drive, determintion and, most of all, perseverance.

• Tertiary qualification is highly beneficial
• Previous experience in a sales environment is essential
• Clear credit record
• Clear criminal record
• Drivers Licence
• Full Access to a Vehicle (this is non-negotiable)
• Laptop and good computer literacy
• Academic ability and willingness to study further

This is a fantastic opportunity to work in a permanent yet flexible environment, that is also financially rewarding.

Desired Skills:

• Sales Rep
• Sales Person

Desired Qualification Level:

• Grade 12 / Matric

About The Employer:

At Liberty our purpose is to improve people's lives by making their financial freedom possible. We know this path because we walk it every day. We understand the power of knowledge to change realities, when set into action.

Knowledge is our currency and our wealth. The advantage of knowing is entrenched in our organisational DNA and is demonstrated in the way we engage with our customers, business partners, staff and stakeholders. It is our continuous pursuit to pioneer new ways to guide people towards their financial freedom.