Financial Planning Specialist

1 week ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Financial Planning Opportunity

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
Requirements:
  • 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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