Financial Planner Professional

2 weeks ago

Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time
Financial Planner Role

At Liberty Standard Bank Group, we're seeking talented individuals to collaborate with our dynamic team in Cape Town. As a Financial Planner, you'll play a crucial role in helping clients achieve their financial goals.

Key Responsibilities
  • Meet with prospective clients to understand their financial needs and goals.
  • Implement solutions and review plans with existing clients to ensure they're on track to meet their objectives.
  • Analyse investment and financial data to provide informed advice to clients.
  • Communicate complex financial information to clients in a clear and concise manner.
  • Develop and maintain strong relationships with clients to build trust and loyalty.
Requirements
  • Tertiary education in a relevant field, such as law, finance, economics, or a similar discipline.
  • Matric certificate essential.
  • Clear criminal and credit record.
  • Strong interpersonal and analytical skills.
  • Aptitude for sales and marketing.
What We Offer
  • R monthly startup stipend (new to industry only).
  • Uncapped 70% commission.
  • Full company benefits, including medical aid.
  • Incentives.
  • World-class training.

We're committed to providing a supportive and collaborative work environment that allows our Financial Planners to thrive. If you're passionate about helping others achieve their financial goals, we'd love to hear from you.

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