This advertiser has chosen not to accept applicants from your region.Liberty is Recruiting Financial/Wealth AdvisorLiberty 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 businessNetworking to obtain new clientsAdvising clients on what is needed to meet their financial goalsMaintaining of existing business and servicing existing clientsDeveloping and presenting financial planning recommendationsMaintain and adhere to providing a holistic approach to financial adviceEstablishing and defining a professional relationship with clientsDoing Financial Needs Analysis daily to give quality adviceAnalysing and evaluating of financial informationStaying connected with clients constantly and providing services as clients enter different stages of their livesSetting up meetings to see clientsDesired Experience & Qualification: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:MatricSuccessfully completed the Class of Business examSuccessfully completed the Regulatory Exam for representatives (RE5) examCertified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)Currently registered with the Financial Sector Conduct Authority as a full representativeMust be computer literateMust have excellent negotiation and presentation skills and possess the ability to realise dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transportInherent Requirements and Skills:Excellent analytical skillsExcellent communication skillsA sound understanding of various financial policies, products and portfoliosPassionate about customer careAbility to work independentlyAttention to detailInnovative, outgoing and a dynamic personaPackage & Remuneration:To be discussed during the interview process and to be based on commission structure.
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