Duties and responsibilities:

Assessing Client Financial Needs: Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.

Developing Financial Plans: Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement..

Investment Guidance: Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns.

Monitoring Financial Portfolios: Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.

Providing Education and Advice: Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.

Maintaining Compliance: Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.

Building Long-term Client Relationships: Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.

Conducting Market Research: Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.

Risk Management and Insurance Planning: Advising on insurance options and risk mitigation strategies to protect clients' assets and ensure financial security.

These responsibilities help clients achieve financial security, build wealth, and reach their long-term financial goals.

Benefits:

Flexible working hours

Training and development (product, systems, and sales). You will receive training from professional Trainers as

well as your manager and will therefore get training from someone who has experienced the industry firsthand

Competitive commission based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand

If you want to be the best, you need to work with the BEST.

Liberty is not just our name. It's what we do

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