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    • Professional Financial Planner - Johannesburg - Liberty Group

    Liberty Group
    Liberty Group Johannesburg

    1 week ago

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    Description

    Unlock Your Potential: Become a Financial Planner

    Combine your entrepreneurial spirit with a passion for finance and take the first step towards a fulfilling career. As a Financial Planner, you will have the opportunity to shape your future and that of your clients.

    Key Responsibilities:

    • Craft personalized financial plans that meet the unique needs of your clients.
    • Develop and maintain strong relationships with clients through effective communication and networking skills.
    • Navigate complex financial situations and provide expert guidance to help clients achieve their goals.

    Requirements:

    • Tertiary qualification in a relevant field is highly desirable, while a Matric certificate is essential.
    • A minimum of three years' experience in a client-facing environment is required, with a proven track record of success in external sales environments being a significant advantage.
    • A valid driver's license and reliable vehicle are mandatory for business use.
    • Strong computer skills, including proficiency in Microsoft Office and other industry-standard software.
    • Excellent negotiation, relationship-building, and time management skills.
    • A clear credit and criminal record is essential for this role.
    • A proactive and driven individual with a strong understanding of business principles and a passion for financial planning.

    What We Offer:

    • A dynamic and supportive work environment that encourages growth and development.
    • Ongoing training and professional development opportunities to enhance your skills and knowledge.
    • The chance to work with a diverse range of clients and develop a deep understanding of their financial needs.
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