Financial Planning Specialist
1 week ago
Are you looking to take your career to the next level? Do you have a passion for financial planning and client relationships? We have an exciting opportunity for a Financial Planning Specialist to join our team at Liberty Standard Bank Group 2.
Key Responsibilities:- Conduct in-depth reviews of clients' financial circumstances and provide tailored advice
- Analyse information and prepare plans to meet individual clients' needs
- Research the marketplace and provide clients with information on new and existing products and services
- Design financial strategies and assist clients in making informed decisions
- Review and respond to clients' changing needs and financial circumstances
- Matric (essential)
- Degree (preferable)
- Excellent communication, interpersonal, and listening skills
- Ability to explain complex information simply and clearly
- Research and analytical skills
- Negotiation and influencing skills
We offer a competitive commission-based structure, flexible work schedule, and comprehensive training and support. If you are a motivated and results-driven individual looking to advance your career, we encourage you to apply today.
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Financial Planning Specialist
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Financial Planning Specialist
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