FinanciaL Planner (Training Provided)
- Recruiter
- Liberty Life
- Location
- Pretoria North, South Africa
- Salary
- Competitive salary
- Posted
- 28 Aug 2020
- Closes
- 01 Oct 2020
- Ref
- 2380828
- Job role
- Accountant
- Sector
- Accounting - Public practice
We are looking for a dynamic, enterprising individual to be trained as a Financial Planner.
The sucessful candidate will help their individual and business clients manage their finances.
- Become a trusted adviser in areas including investments, cash flow, savings and risk management.
- The successful candidate should be an effective communicator with an aptitude for business development and relationship building.
- Full training and ongoing support is provided to equip the successful candidate to become a Certified Financial Planner.
Duties & Responsibilities:
This role requires networking and prospecting in order to secure new clients.
- Set up appointments and meet with clients in person
- Analyze clients' financial situation (e.g. income, expenses and liabilities)
- Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients' changing needs
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
Desired Experience & Qualifications:
- Proven experience in external sales or customer service is an asset
- Outstanding communication skills, with the ability to foster long-term relationships
- Driven self starter with an entrepreneurial mindset
- Own vehicle and drivers licence is a must
- Clear credit and criminal record
- Academic ability and willingness to study further
Required Qualifications:
- Completed tertiary qualification in a Business related discipline is an advantage
- Completed Matric is non-negotiable
- Industry relevant qualifications such fais credit and RE 5 is an advantage
Package & Remuneration:
Excellent commission based earning potential where you have control over your earnings, and effort equals reward.
The sucessful candidate will help their individual and business clients manage their finances.
- Become a trusted adviser in areas including investments, cash flow, savings and risk management.
- The successful candidate should be an effective communicator with an aptitude for business development and relationship building.
- Full training and ongoing support is provided to equip the successful candidate to become a Certified Financial Planner.
Duties & Responsibilities:
This role requires networking and prospecting in order to secure new clients.
- Set up appointments and meet with clients in person
- Analyze clients' financial situation (e.g. income, expenses and liabilities)
- Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients' changing needs
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
Desired Experience & Qualifications:
- Proven experience in external sales or customer service is an asset
- Outstanding communication skills, with the ability to foster long-term relationships
- Driven self starter with an entrepreneurial mindset
- Own vehicle and drivers licence is a must
- Clear credit and criminal record
- Academic ability and willingness to study further
Required Qualifications:
- Completed tertiary qualification in a Business related discipline is an advantage
- Completed Matric is non-negotiable
- Industry relevant qualifications such fais credit and RE 5 is an advantage
Package & Remuneration:
Excellent commission based earning potential where you have control over your earnings, and effort equals reward.