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    Planning expert - England, United Kingdom - EQ-FIN Bryanston

    EQ-FIN Bryanston
    EQ-FIN Bryanston England, United Kingdom

    3 weeks ago

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    Description
    EQ-FIN Bryanston Professional Solutions Expert - No Experience Needed and Training Provided
    Permanent
    Full Time

    High demand for financial planning services: South Africa has a growing middle class, which means that there is a high demand for financial planning services.

    South Africa has a complex financial landscape, with unique challenges and opportunities that require specialized knowledge.

    As a Wealth Planner, you may have the opportunity to specialize in areas such as retirement planning, estate planning, or tax planning, among others.

    South Africa has a well-developed financial sector, with a variety of investment options available to investors.

    As a Wealth Planner, you'll be helping your clients achieve their financial goals and build a better future for themselves and their families.

    You'll work directly with clients to figure out what they want to achieve financially, and then help them come up with a plan to get there.

    You'll educate clients about all aspects of personal finance, from budgeting and managing debt to insurance, saving and investing, education planning, and retirement planning.

    You'll create personalized financial plans for clients, and then check in with them regularly to make sure they're on track to meet their goals.

    You'll recommend financial solutions based on your clients' goals and plans. This might include investment products, insurance policies, or other financial products.

    You'll build long-term relationships with your clients, helping them stay on track to meet their goals and earning their trust and loyalty over time.

    You'll need to handle client complaints and problems, working with them to find solutions and keep them happy.

    You'll need to stay up-to-date on the latest financial products, regulations, and best practices, so you can provide the best possible service to your clients.

    You may need to market yourself and your services to attract new clients, either through networking, public speaking, or other outreach efforts.

    Own Reliable Car
    Strong Networking and Social Skills.
    Strong Emotional Intelligence to thrive in a highly challenging and fast paced environment
    We welcome individuals without prior industry experience, meaning that you can join our team regardless of your background.

    As a financial planner at Liberty Life, you can look forward to up to seven different income streams from services rendered to clients.

    Our professional and efficient office support is here to help you every step of the way, from managing administrative tasks to ensuring that you have the tools and resources you need to excel.

    Our commitment to ongoing training and mentorship is another key benefit of working with us. You will have access to in-house training facilities to keep you up to date on product innovation and knowledge. At Liberty Life, we are proud of the support we offer to our financial planners.
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