Western Cape: Wealth Planner – Training will be Provided posted by EQ-FIN

EQ-Fin is looking for individuals with leadership qualities who thrive on personal and professional growth and wish to build their own practice within our organization . We pride ourselves in professionally training, mentoring, coaching, and developing professional financial advisors of the highest calibre , who will make a difference in society and in doing so not only build wealth for themselves but for their valued clients as well. Liberty Group has opened the opportunity to individuals without industry experience . Every successful candidate joining Liberty Group, will be fully trained and developed. Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning. Provide face-to-face advice effectively to motivate clients’ financial wellness. Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly. Provide appropriate financial solutions based on clients’ financial plans. Maintain security and confidentiality of company, and client data. Build sustainable long-term relationships with clients, by assisting them in achieving their financial goals. Handle client complaints and resolve problems. Minimum of Matric qualification SA Citizen Own Vehicle Drivers License Laptop Smart Phone Clear Criminal and Credit Record Business/Entrepreneur minded Strong Network/Networking Skills