Financial Planning Specialist
4 weeks ago
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 RoleThis 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
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
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.
-
Financial Planning Specialist
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2We 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 RoleThis is a challenging and rewarding role...
-
Financial Planning Specialist
2 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Financial PotentialAre you looking for a new challenge in your career? Do you want to make a real difference in people's lives? We're seeking a talented Financial Planning Specialist to join our team at Liberty Standard Bank Group 2.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial goals and...
-
Financial Planning Specialist
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential as a Financial AdviserWe are seeking a talented and motivated individual to join our team of Financial Advisers. As a Financial Adviser, you will have the opportunity to work with clients from the start, providing them with expert guidance and support to achieve their financial goals.Key Responsibilities:Meet with clients to discuss...
-
Financial Planning Professional
2 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Financial PotentialAre you ready to take your career to the next level? Do you have a passion for helping others achieve their financial goals? We're seeking a highly motivated and experienced Financial Planning Professional to join our team at Liberty Standard Bank Group 2.Key Responsibilities:Build and maintain strong relationships with clients...
-
Financial Services Specialist
3 weeks ago
Westville, KwaZulu-Natal, South Africa Micah Govender Developments Full timeJob Title: Financial AdvisorJoin our team at Micah Govender Developments as a Financial Advisor, where you will play a crucial role in helping clients achieve their long-term financial goals.About the Role:We are seeking an experienced and skilled Financial Advisor to join our team in Kwa-Zulu Natal. As a Financial Advisor, you will be responsible for...
-
Financial Services Specialist
3 weeks ago
Westville, KwaZulu-Natal, South Africa Micah Govender Developments Full timeJob Title: Financial AdvisorJoin our team at Micah Govender Developments as a Financial Advisor, where you will play a crucial role in helping clients achieve their long-term financial goals.About the Role:We are seeking an experienced and skilled Financial Advisor to join our team in Kwa-Zulu Natal. As a Financial Advisor, you will be responsible for...
-
Financial Services Specialist
3 weeks ago
Westville, KwaZulu-Natal, South Africa Micah Govender Developments Full timeBusiness OverviewAt Micah Govender Developments, we provide comprehensive financial service solutions to facilitate long-term wealth creation, protection, and niche financing needs for clients in South Africa. Our company is seeking experienced life and investment financial advisors to be based in Kwa-Zulu Natal.Company OfferingsProvision of office space and...
-
Senior Financial Planner
14 hours ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeAbout the Role:We are seeking a talented and motivated Financial Services Specialist to join our team at Liberty Standard Bank Group 2. As a Financial Services Specialist, you will be responsible for providing expert financial planning and advice to our clients, helping them achieve their financial goals and secure their financial futures.Key...
-
Financial Services Professional
1 week ago
Westville, KwaZulu-Natal, South Africa Micah Govender Developments Full timeJob Title: Financial AdvisorJoin our team at Micah Govender Developments as a Financial Advisor and take advantage of a comprehensive range of financial service solutions to facilitate long-term wealth creation, protection, and niche financing needs.About the Role:We are seeking an experienced life and investment financial advisor to be based in our Kwa-Zulu...
-
Financial Planner
2 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential as a Financial PlannerEmbark on a rewarding career as a Financial Planner with Liberty Standard Bank Group 2. In this dynamic role, you'll have the opportunity to make a real impact on people's lives by helping them achieve their financial goals.Key Responsibilities:New Business Development: Identify and pursue new business...
-
Financial Planner
4 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential as a Financial PlannerEmbark on a rewarding career with Liberty Standard Bank Group 2 as a Financial Planner. This role offers a unique blend of challenge and opportunity, allowing you to grow professionally and personally.Key Responsibilities:New Business Development: Identify and pursue new business opportunities to drive growth and...
-
Financial Planner
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeFinancial Adviser Job DescriptionLiberty Standard Bank Group 2 is seeking a highly motivated and competitive Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing expert financial planning and advice to our clients, helping them achieve their financial goals and secure their financial futures.Key...
-
Financial Planner
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeFinancial Adviser Job DescriptionLiberty Standard Bank Group 2 is seeking a highly motivated and competitive Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing expert financial planning and advice to our clients, helping them achieve their financial goals and secure their financial futures.Key...
-
Financial Planner
4 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeFinancial Adviser Job DescriptionLiberty Standard Bank Group 2 is seeking a highly motivated and competitive Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Financial Services Professional
4 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're not just a bank - we're a partner in your success. As a Graduate Financial Adviser, you'll have the opportunity to carve your own professional path and make a real difference in the lives of our customers.About the RoleWe're looking for a driven and ambitious...
-
Financial Services Professional
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're not just a bank - we're a partner in your success. As a Graduate Financial Adviser, you'll have the opportunity to carve your own professional path and make a real difference in the lives of our customers.About the RoleWe're looking for a driven and ambitious...
-
Master Data Specialist
1 week ago
Westville, KwaZulu-Natal, South Africa Boardroom Appointments Full timeMaster Data SpecialistBoardroom Appointments is seeking a highly skilled Master Data Specialist to join our team. As a key member of our data management team, you will be responsible for ensuring the accuracy, completeness, and consistency of our master data.Key Responsibilities:Extract and analyze activity logs to identify trends and areas for improvement...
-
Financial Services Professional
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're not just a bank - we're a partner in your success. As a Graduate Financial Adviser, you'll have the opportunity to carve your own professional path and make a real difference in the lives of our customers.About the RoleWe're looking for a driven and...
-
Financial Services Professional
3 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're not just a bank - we're a partner in your success. As a Graduate Financial Adviser, you'll have the opportunity to carve your own professional path and make a real difference in the lives of our customers.About the RoleWe're looking for a driven and...
-
Financial Services Professional
2 weeks ago
Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're not just a bank - we're a partner in your success. As a Graduate Financial Adviser, you'll have the opportunity to carve your own professional path and make a real difference in the lives of our customers.About the RoleWe're looking for a driven and...