About the position
For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. Understand clients' financial needs
This role enables a driven and ambitious individual to become a trained Financial Planner
Excellent uncapped earning opportunity. Great Leadership and mentorship offered.
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients' questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients' portfolios.
Building and maintaining your client base. This is a FAIS role.
Desired Skills:
- Client Liaison
- Financial Advisory
- Retirement Planning
- Investment consultancy
- Personal Financial Planning
Desired Qualification Level:
- Grade 12 / Matric
Employer & Job Benefits:
- life cover
- medical aid
- provident fund
- income protection
- training
