Highly Skilled Financial Consultant Opportunity

1 day ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Planner

At Liberty Standard Bank Group, we have been committed to supporting our clients for over 60 years. We have been with you from your first day of work to the day you retired, and beyond. Our dedication to helping you achieve your financial goals has made us one of the most trusted names in the industry.

This is an exceptional opportunity for a driven and ambitious individual to become a certified Financial Planner. With excellent earning potential and great leadership and mentorship on offer, you will have everything you need to succeed in this role.

Key Responsibilities:
  • Determine clients' financial needs and create personalized plans to help them achieve their goals.
  • Assess clients' expenses, income, insurance coverage, and risk tolerance to provide tailored advice.
  • Regularly review clients' bank accounts and financial data to identify areas for improvement.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
  • Manage and update clients' portfolios to ensure they are aligned with their financial objectives.


Required Skills and Qualifications:
To be successful in this role, you will need:
  • A Matric certificate.
  • 2 years of sales experience.
  • RE5 qualification (an added advantage but not essential).
  • An own car and valid driver's license.


Benefits:
As a valued member of our team, you can expect:
  • A highly competitive salary package (estimated R350,000 - R500,000 per annum).
  • Great leadership and mentorship opportunities.
  • The chance to build and maintain your own client base.


If you are looking for a challenging and rewarding career opportunity, apply now

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