Financial Planning Professional
1 week ago
Liberty Standard Bank Group is a renowned institution in the financial services industry, striving to collaborate with talented professionals who share our passion for excellence.
A key focus area for us is Financial Planning, where we seek individuals to join our dynamic team in Cape Town. The role of a Financial Planner entails helping clients achieve their financial goals, which requires immense responsibility and trust.
Financial Planners spend their days meeting with prospective clients, implementing solutions, and reviewing plans with existing clients. They play a crucial role in assisting clients make informed financial decisions, ranging from investment strategies to retirement planning.
To be successful in this field, one must possess strong interpersonal and analytical skills, as well as an aptitude for sales and marketing. A solid network and tertiary education are also highly valued.
We offer a competitive package, including:
- R10 000 monthly startup stipend (new to industry only)
- Uncapped 70% commission
- Full company benefits, including medical aid
- Incentives
- World-class training
Please note that a clear criminal and credit record, as well as a valid driver's license and own vehicle, are essential requirements for this position.
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