Senior Financial Services Professional

6 days ago


Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full time

At Liberty Standard Bank Group, we are seeking a highly skilled and experienced Senior Financial Services Professional to join our team.

About the Role

We are looking for an individual with at least two years of experience in rendering financial advice and intermediary services. The ideal candidate will have formal education and qualifications, including a matric certificate, Class of Business exam, Regulatory Exam for representatives (RE5) exam, Certified Financial Planning (CFP) or equivalent full qualification, and registration with the Financial Sector Conduct Authority as a full representative.

The successful candidate will possess excellent analytical skills, communication skills, and a sound understanding of various financial policies, products, and portfolios. They will be passionate about customer care, able to work independently, and have attention to detail.

About Us

Liberty Standard Bank Group is an industry leader within the financial service industry. We pride ourselves on providing quality financial advice and services to our clients. Our team is dedicated to helping individuals achieve their financial goals, and we believe that our success lies in building strong relationships with our clients.

Key Responsibilities
  • Prospecting and closing new business opportunities;
  • Networking to obtain new clients;
  • Advising clients on what is needed to meet their financial goals;
  • Maintaining existing business and servicing existing clients;
  • Developing and presenting financial planning recommendations;
  • Establishing and defining professional relationships with clients;
  • Analysing and evaluating financial information;
  • Staying connected with clients constantly and providing services as they enter different stages of their lives;
Requirements
  • At least two years of experience in rendering financial advice and intermediary services;
  • Formal education and qualifications, including a matric certificate, Class of Business exam, Regulatory Exam for representatives (RE5) exam, Certified Financial Planning (CFP) or equivalent full qualification, and registration with the Financial Sector Conduct Authority as a full representative;
  • Excellent analytical skills;
  • Excellent communication skills;
  • A sound understanding of various financial policies, products, and portfolios;
  • Passion for customer care;
  • Able to work independently;
  • Attention to detail;
Estimated Salary

R350,000 - R450,000 per annum, depending on experience.



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