Financial / Wealth Planner

Rustenburg
Salary: Market Related
Commission: commission
Job Type: Permanent
Sectors: Insurance Investment Finance
Benefits: Medical Aid Pension Training
Reference: Ap1

Apply before Jun 15 2025 | 26 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

Liberty is Recruiting Financial/Wealth Advisor

Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors

Duties and Responsibilities:

Prospecting and closing of new business

Networking to obtain new clients

Advising clients on what is needed to meet their financial goals

Maintaining of existing business and servicing existing clients

Developing and presenting financial planning recommendations

Maintain and adhere to providing a holistic approach to financial advice

Establishing and defining a professional relationship with clients

Doing Financial Needs Analysis daily to give quality advise

Analysing and evaluating of financial information

Staying connected with clients constantly and providing services as clients enter different stages of their lives

Setting up meetings to see clients

Candidate Requirements

· Matric

· Successfully completed the Class of Business exam

· Successfully completed the Regulatory Exam for representatives (RE5) exam

· Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)

· Currently registered with the Financial Sector Conduct Authority as a full representative

· Must be computer literate

· Must have excellent negotiation and presentation skills and possess the ability to realise deals

· Must have high initiative and entrepreneurial skills and must be able to work independently

· Own transport

Inherent requirements and skills applicable to this vacancy

· Excellent analytical skills

· Excellent communication skills

· A sound understanding of various financial policies, products and portfolios

· Passionate about customer care

· Ability to work independently

· Attention to detail

· Innovative, outgoing and a dynamic persona

Package & Remuneration

To be discussed during the interview process and to be based on commission structure.

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