Financial Planning Specialist

Job SummaryWe are seeking a skilled Senior Financial Services Specialist to join our team at Liberty Standard Bank Group 2. In this role, you will be responsible for providing expert financial advice to clients, developing personalized financial plans, and building strong relationships with them.About UsLiberty Standard Bank Group 2 is a leading financial...

Job Title: Financial Advisor - Insurance BrokerAbout Us: A leading financial services company committed to providing top-notch wealth management and protection solutions to our clients.Key Responsibilities:Work as an insurance broker, providing financial planning and insurance solutions to clientsCollaborate with team leaders to achieve sales targets and...

We are seeking an ambitious and self-driven Strategic Financial Solutions Specialist to join our team at Liberty Standard Bank Group 2. As a key player in our financial planning department, you will be responsible for delivering comprehensive financial solutions to our clients.About the RoleThis is an exciting opportunity for a results-driven professional...

Client Relationship OfficerPronel Personnel is seeking a skilled Client Relationship Officer to join their team in Umhlanga. As a key member of the Wealth Specialist team, you will be responsible for building and maintaining strong relationships with clients, ensuring exceptional service and support.Key Responsibilities:Contact and engage with allocated...

About the RoleFouche & Co Recruitment is seeking a highly skilled Senior Financial Reporting Specialist to join our team.Job DescriptionAs a Senior Financial Reporting Specialist, you will be responsible for compiling and reviewing annual financial statements for various entities. Your role will involve analyzing financial data for accuracy, completeness,...

Client Relationship OfficerA well-established wealth specialist seeks a Client Relationship Officer to join their team.Key Responsibilities:Client Outreach: Contact allocated leads, set up appointments with potential clients for the Wealth Specialist.Client Support: Address existing client queries and requests timeously and professionally, offering high...

Fouche & Co Recruitment is seeking a skilled Financial Reporting Manager to join their team. As a key member of the finance department, this role will be responsible for overseeing all aspects of financial reporting, compliance, budgeting, and forecasting.Key Responsibilities:Financial Reporting & StrategyDevelop and present key financial metrics and revenue...

Key ResponsibilitiesThe ideal candidate will be responsible for attending to all existing client queries and requests in a timely and professional manner, ensuring the highest levels of service. This includes handling, maintenance, and tracking of all leads received by the Wealth Specialist team, as well as maintenance, reconciliation, and submission of the...

Job Title:Forex SpecialistJob Summary:Bidvest Bank is seeking a skilled Forex Specialist to join our team. The successful candidate will be responsible for generating revenue by sourcing new clients and proactively managing accounts to maximize profitability.Key Responsibilities:Plan, initiate, and drive sales to achieve elite revenue targetsAcquire and...

A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities:Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

Join Liberty Standard Bank Group 2 as a Financial AdviserWe are currently recruiting for Financial Advisers to join our team. Our employees are our greatest asset, and we empower them to perform, offer opportunities to grow, and recognise and reward their contribution.Key Responsibilities:Talk to clients to determine their expenses, income, current cover,...

Key ResponsibilitiesClient Service: Provide exceptional customer service to existing clients, ensuring timely and professional responses to their queries and requests.Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, following up with clients within the company's set timeframes.Reconciliation and Submission:...

Fouche & Co Recruitment seeks a skilled Fiscal Accountant Specialist to join their team. The ideal candidate will have a BCom Accounting degree and 2-3 years of experience in financial statement compilations and independent reviews.The successful Fiscal Accountant Specialist will work with diverse clients, compiling and reviewing annual financial statements...

Unlock Your Potential in Financial PlanningEmbark on a challenging and rewarding career journey as a Financial Planner with Liberty Standard Bank Group 2. Key Responsibilities• Develop and grow new business relationships with clients• Analyze clients' financial situations and needs• Build and maintain strong relationships with clients• Provide...

Role Overview:The Client Relationship Officer will be responsible for managing relationships with existing clients, as well as identifying and pursuing new business opportunities.Key Responsibilities:Contacting allocated qualified leads and setting up appointments with potential clients.Attending to all client queries and requests in a timely and...

About Invictus Education GroupWe're seeking a highly skilled Financial Controller to support our dynamic team. This is an excellent opportunity for a detail-oriented individual with a passion for numbers and financial excellence.The Financial Controller plays a key role in assisting with accounting functions, ensuring compliance with financial regulations,...

Unlock Your Potential as a Financial Adviser"START a new career as a highly skilled and in-demand Financial Adviser with Liberty Standard Bank Group 2. Our company invests heavily in its employees, providing exceptional training, development, and mentorship opportunities to ensure you reach your full potential.About the Role:We are seeking a driven and...

About the Role:Liberty Standard Bank Group 2 seeks a skilled Financial Planner to join their team. As a Financial Planner, you will be responsible for New Business Development, offering solutions to clients based on their financial situation, and building a professional practice under the Liberty brand.Key Responsibilities:* Analyze clients' financial needs...

Pronel Personnel, a reputable wealth management firm based in Umhlanga, is seeking an exceptional Business Development Associate to join their team. This exciting opportunity offers a competitive salary of approximately R300,000 - R400,000 per annum, commensurate with experience.About the Role:The successful candidate will be responsible for establishing and...

Key Responsibilities:Talk to clients to understand their financial objectives and develop a tailored plan.Offer expert advice on financial strategies and plans, addressing client questions and concerns.Review client financial plans regularly to identify changes in their financial status and update plans accordingly.Analyse financial data to develop effective...