Financial / Wealth Advisor

Details of the offer

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 Desired Experience & Qualification Experience The successful candidate will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services Formal education and qualifications as a minimum requirement · 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.


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Finance Manager

Our motor dealer client in Rustenburg currently holds a vacancy for a Finance Manager. This position will be suited to an experienced person who has the abi...


Bonafide Human Capital (Pty) Ltd - North West

Published 9 days ago

Accountant Modderfontein

Client in the Engineering / Manufacturing Sector Requires an Experienced AccountantDuties & ResponsibilitiesProvision and interpretation of management inform...


Talenco Recruitment Specialists - North West

Published 24 days ago

Aspiring Financial Advisor

Aspiring Financial Advisor Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this...


Old Mutual - North West

Published 8 days ago

Revenue Controller Potchefstroom

Eduvos is seeking to employ the services of a Revenue Controller  at our Potchefstroom campus. Special working conditions:  Working hours as per operational ...


Eduvos - North West

Published 24 days ago

Built at: 2024-11-24T22:06:42.857Z