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

Banker, Relationship Enterprise Portfolio

Banker, Relationship Enterprise Portfolio Job Overview Business Segment: Business & Commercial Banking Ready to embark on an exciting adventure in the world ...


Standard Bank Of South Africa Limited - South Africa

Published a month ago

Financial Officer (Debtors / Shared Services)

Financial Officer (Debtors / Shared Services)Paarl, South Africa | Posted on 13/11/2024 This finance position processes all financial transactions of the bus...


United Exports - South Africa

Published a month ago

Mfc Salaried Financial Advisor

MFC Salaried Financial Advisor Apply Locations: Middelburg - Mpumalanga Time Type: Full time Posted On: Posted Yesterday Job Requisition ID: JR-48706 Le...


Old Mutual - South Africa

Published 13 days ago

Banker, Transactional, Premium

Business Segment: Business & Commercial Banking To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entre...


Standard Bank Of South Africa Limited - South Africa

Published a month ago

Built at: 2024-12-24T04:08:38.339Z