Wealth Planner

Liberty

  • Johannesburg, Gauteng
  • Permanent
  • Full-time
  • 9 days ago
Are you ready to turn your financial expertise into real impact? As our Financial Adviser, you will be the trusted partner helping clients achieve their life goals from buying their first home to planning a secure retirement. Youll gain access to cutting-edge tools, expert mentoring, and a clear career path, so your own growth goes hand in hand with the success of those you advise.Here, your insight matters: youll build long-term relationships, create tailored strategies, and see the results of your work reflected directly in your clients lives. If youre looking for a role where your skills translate into both financial rewards and personal satisfaction, this is the opportunity to grab.Your duties and responsibilities will include:Advising clients on financial planning, investments, insurance, and retirement strategies, while building strong, long-term relationships.Analysing clients needs and tailoring solutions that help them achieve their personal and professional goals.Monitoring market trends and financial products so you can offer clients up-to-date and effective recommendations.Preparing and presenting financial strategies in a clear, approachable way that builds trust and confidence.Supporting clients through key life decisions, helping them feel secure about their financial future.Collaborating with internal specialists and using modern tools to deliver the highest standard of advice.Continuously developing your expertise through training, certifications, and industry insights. * Relevant degree prefferable
  • Own vehicle is an absolute must
  • Drivers licence
  • No bad debt
  • Clear criminal record

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