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Graduate Financial Planner (Liberty Life - Durban)

Reference: 

GFP1

Location: 

Durban

Source: 

Liberty Financial Advisers

 

Graduate Financial Planners

 

Liberty offers a structured, proactive training programme for Graduates. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the Financial Sector under the Liberty Banner.

 

Duties

 

Provide holistic financial planning advice to private and business clients by identifying their

 

Investment and lifestyle needs. Identify new business opportunities and develop and

Implement strategies, and manage individual and corporate relationships

Source, develop and cultivate your own client base by networking, referrals and prospecting

 

Meet clients in person to provide them with financial planning advice and solutions

 

Develop and implement strategies to obtain and manage business opportunities arising within

 

Private and Corporate accounts

 

Manage and strengthen relationships

 

Resolve client concerns, queries and/or complaints

 

Industry: 

Investment

Job Type: 

Permanent

Date Posted: 

2019-03-12