Wealth Planner At Liberty Life

Vacancy Details
Employer:
EQ-Fin
We are one of Liberty's top producing franchises with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Financial Advisors, Leadership Team and Employees. We are an organisation driven by a purpose:
We want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.
We pride ourselves on offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees and inspire to be the best learning organisation in the industry
Our Academy was Important Company up 2020, as EQ-Fin, an affiliate of Liberty Life, to redesign, restructure and re-imagine and have become the NDP of choice for new Advisors entering the industry
Our Value proposition to all our Advisors includes the following
- Access to trained and skilled adminstration staff
- Ability to study and develop yourself further through our Educational Trust
- Numerous
Incentive and rewards programs
- Group benefits
- Future mentorship agreements with Executive / Senior Advisors
- Great working environment
Job Description
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given sales targets
Keeping up to date with financial products and legislation
Contacting clients with news of new financial products or changes to legislation that affect their savings and investments
Meeting the regulatory aspects of the role, e.G. requirements for disclosure, costs of the services provided and also the advised products.