18.04.2024
Financial Planner R10000.00
Liberty Group Ltd
South Africa, Cape Town
These jobs were popular with other job seekersRegardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients.If you feel you have these attributes, are driven to succeed and have an inherent desire to change the lives of those around you, send me your CV today.Duties & ResponsibilitiesMeet with clients to discuss their financial needsRecommend investments to clientsFinancial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.And much much more.......Desired Experience & QualificationMust reside in the Western CapeTertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar)Drivers license and own vehicleClear criminal and credit recordPackage & RemunerationR10000.00 startup stipend (new to Industry advisers)Medical aidCorporate company benefitsUncapped commissionProfessional development and accreditationInterested?Send me your CV today. Insurances These jobs were popular with other job seekers#J-18808-Ljbffr
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