Financial Planner

4 days ago

Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Unlock Your Financial Potential

Are you looking for a new challenge in your career? Do you want to take your financial skills to the next level? We have an exciting opportunity for a Financial Adviser to join our team at Liberty Standard Bank Group 2.

Key Responsibilities:
  • Contact clients and set up meetings to discuss their financial needs and goals.
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
  • Analyse information and prepare plans best suited to individual clients' requirements.
  • Research the marketplace and provide clients with information on new and existing products and services.
  • Design financial strategies to help clients achieve their goals.
  • Assist clients in making informed decisions about their financial futures.
  • Review and respond to clients' changing needs and financial circumstances.
  • Promote and sell financial products to meet sales targets.
Benefits:
  • Unlimited earning potential.
  • Flexible work schedule.
  • Training, supervision, and mentorship.
  • Competitive commission based on achieving sales targets.
  • Passive income creation.

We are looking for a highly motivated and skilled individual who is passionate about helping clients achieve their financial goals. If you have a strong background in finance and excellent communication skills, we encourage you to apply for this exciting opportunity.

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