Professional Financial Planner

2 weeks ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time
Role Overview:
As a Professional Financial Planner with Liberty Standard Bank Group, you will play a pivotal role in guiding clients through their life-long financial journeys. Our team of experienced planners provides the necessary support and training to help you succeed in this challenging yet rewarding career path.

Key Responsibilities:
- Develop and implement tailored financial plans for clients, focusing on their unique needs and goals.
- Conduct thorough financial assessments to identify areas for improvement and provide expert recommendations.
- Collaborate with clients to set and achieve financial objectives, ensuring they remain informed and engaged throughout the process.
- Build and maintain strong relationships with clients, fostering trust and loyalty through exceptional service.
- Stay up-to-date with industry developments and best practices, applying this knowledge to enhance client outcomes and drive business growth.

Requirements:
- Completed post-matric related qualification in marketing, business, law, economics, investments, or risk management.
- Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
- Excellent interpersonal and communication skills, with a focus on building strong relationships with clients and colleagues.
- Ability to work independently and as part of a team, prioritizing tasks and managing multiple projects simultaneously.

Benefits:
- Competitive salary: R10,000 per month (start-up stipend) + 70% uncapped commission.
- Comprehensive corporate benefits package, including medical aid, life insurance, and retirement savings plan.
- Ongoing professional development opportunities, including accredited training and coaching programs.
- Collaborative and dynamic work environment, with a focus on teamwork and mutual support.

Estimated Salary: R140,000 per annum.

  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    About the JobAs a Financial Planning Professional with Liberty Standard Bank Group, you will play a vital role in guiding clients through every step of their life-long financial journey. Our Financial Planners are professionally trained to adapt to changing needs and help maintain and grow the client's finances.Key ResponsibilitiesComplete required program...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    **Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    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...


  • Cape Town, Western Cape, South Africa Sanlam Group Full time

    **Job Title:** Professional Financial Consultant**Estimated Salary:** R 400,000 - R 600,000 per annum**Location:** Western CapeCompany Overview:The Sanlam Group is a leading financial services company that offers a wide range of products and services to individuals, businesses, and institutions. Our mission is to provide our clients with innovative and...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Financial Services ProfessionalEstimated Salary: R250,000 - R400,000 per annum.At The Recruitment Council, we are seeking a highly skilled Financial Services Professional to join our team. As a Junior Financial Advisor, you will play a pivotal role in supporting advisory partners with documentation and compliance requirements for both existing and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a Financial Governance Professional to maintain and enhance the control framework within the Finance Department. This role focuses on independent testing of Finance, Tax, and ALMT related risks.This position requires a detail-oriented professional with strong business acumen, governance, and risk control expertise. The...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    We are seeking a highly skilled Senior Financial Services Professional to join our team at Liberty Standard Bank Group. Located in Cape Town, this role offers an exciting opportunity for experienced financial planners to grow their career and contribute to the success of our organization.About the RoleThis is a challenging and rewarding position that...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    A leading recruitment agency, CA Financial Appointments, is seeking a highly skilled Accountant to join their team on a 7-month contract. Located in a global commercial and manufacturing environment, this role offers an excellent opportunity for professional growth.The ideal candidate will have a strong background in financial reporting, accounting...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Grow Your Career as a Senior Financial Planning ProfessionalWe are seeking an experienced and skilled Senior Financial Planning Professional to join our team at Liberty Standard Bank Group.About the RoleAs a Senior Financial Planning Professional, you will play a key role in helping our clients achieve their financial goals. You will be responsible for...


  • Cape Town, Western Cape, South Africa Executive Placings Full time

    **Job Title:** Destination PlannersWe are seeking experienced professionals to join our team as Destination Planners in Cape Town. As a key member of our team, you will be responsible for quoting profitable tour products for existing and new clients.The ideal candidate will have at least 4 years of experience in the Destination Management industry, with...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About CA Financial AppointmentsWe are a leading recruitment agency specializing in accounting and finance positions.Job Title: Business Financial Professional - Accounting ExpertSalary: £40,000 - £55,000 per annumJob Description:This is an exciting opportunity to join our team as a skilled and detail-oriented Financial Accountant. As a key member of the...


  • Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    We are seeking highly motivated Financial Advisors/ Insurance brokers/Great sales people to join our team at Financial Advisors HR. With a national presence in Johannesburg, Durban, and Cape Town, this is an excellent opportunity for individuals to leverage their skills and experience in financial services.Salary: We offer a competitive salary range of...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About the RoleWe are seeking an experienced Corporate Tax Professional to join our team as a Financial Reporting Specialist. As a key member of our financial reporting and tax management team, you will be responsible for providing expertise in corporate tax calculations and submissions.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...


  • Cape Town, Western Cape, South Africa Accounting and Financial Advisory Full time

    Job Title: Senior Financial Professional - Cape TownAbout the Role:We are seeking a highly skilled and detail-oriented accountant to join our team at Accounting and Financial Advisory in Western Cape, Cape Town. The ideal candidate will be responsible for maintaining financial records, preparing financial reports, analyzing data, and assisting with budget...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Summary:We are seeking a highly analytical and results-driven Financial Services Professional to join our team as a Loan Specialist. This role involves analyzing unlisted businesses, preparing loan submissions, and related agreements.Key Responsibilities:Compliance and Risk Management: Ensure all policies and procedures are followed to minimize risk...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Explore a dynamic career with Liberty Standard Bank Group as a Financial Planner, where you will play a key role in helping clients achieve their financial goals. Our team of professionals is dedicated to providing exceptional service and support, ensuring our clients receive tailored solutions that meet their unique needs.About the RoleThis exciting...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments offers an exciting opportunity for a Trade Settlement Specialist to join their investment administration team. This role involves working with a range of financial services solutions, making it an ideal fit for recent accounting graduates interested in the field.Key Responsibilities:Settle trades and manage cash flow...


  • Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    Unlock Your Earning PotentialWe are seeking highly motivated individuals to join our team as Financial Advisers/Insurance Brokers/Salespeople. As a top-performing insurance broker franchise, we offer a lucrative 100% commission-only structure.Our current advisers are earning between R30,000 to R300,000 per month, and we are committed to providing the...