ARE YOU:

Self-motivated, driven, and ready for a new challenge?  

Ready to work hard for meaningful rewards?

Interested in helping people?

DO YOU:

Have an entrepreneurial spirit?
Lack career progression in your current role?

Want to have a career that you’re proud of?

Get the qualifications and skills you need for a career in financial advice.   Pursue a fulfilling career with meaningful impact.  Good financial advice leaves people much better prepared for life events, big or small.

As a trusted Planner, you will:

·       Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.

·       Provide holistic financial solutions to clients

·       Provide sound, comprehensive financial advice, and guidance to clients

·       Develop a plan that integrates a comprehensive evaluation of a client’s current financial situation and provides targeted recommendations to meet their short- and long-term goals

·       Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs

·       Help clients build a better future and achieve financial clarity

·       Cultivate, build and maintain strong client relationships

Benefits

Enjoy uncapped earning potential
YOU are in control of your earning potential
Recognition based on production levels

Access to Liberty Product Specialists

A bespoke EQ-FIN Academy programme that includes a combination of structured classroom training, one-on-ones, on the job training, self-study, and mentoring

Be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice

Qualifications

Grade 12 (Matric)

Degree / BCOM Advantageous

Minimum 3 years working experience

Skills and Competencies

Analytical thinker

Strong business acumen

Proficient numeracy skills

Strong work ethic

Excellent networking and communication skills

Service-oriented and customer-centric

Good presentation skills

Good organisational and time management skills

Ability to network, prospect, and build relationships

Be proficient on a computer

Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment

Solutions orientated, a problem solver and you think outside the box

If you’re looking to take on a new role and challenge or get your foot on the career ladder, then please apply online. We would love to meet you.