Financial Planning Specialist

4 weeks ago


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

We are seeking a talented Financial Planning Specialist to join our team of experienced professionals. As a key member of our team, you will have the opportunity to work with clients from the start, making a genuine impact on their financial lives.

About the Role

This is a challenging and rewarding role that requires a strong understanding of personal financial planning, wealth protection, and creation. You will be responsible for:

  • Client meetings, both initial and review, recording all relevant information
  • Analysing information to recommend suitable strategies and products
  • Writing client reports with appropriate and compliant disclosures and illustrations
  • Scheduling review meetings with clients in keeping with their agreed terms
  • Ensuring that client files are up to date and complete
What We Offer

As a Financial Planning Specialist with Liberty Standard Bank Group 2, you will enjoy:

  • Flexible working hours
  • Constant training and mentorship
  • Access to specialised support
  • Opportunity to join a well-established, secure, and reputable brand
  • Opportunity to write your own cheque (earnings based on business written)
  • Group life benefits
  • High commission earning potential
Requirements

To be successful in this role, you will need:

  • A clear credit record
  • A clear criminal record
  • A laptop
  • A vehicle
  • The ability to build and maintain strong customer relationships
  • A professional approach
  • Drive and determination to succeed
  • Strong communication skills
  • Working knowledge of computer systems
  • A sales background and previous experience in financial services would be advantageous, but not essential

We are an equal opportunities employer and welcome applications from all qualified candidates.



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