Financial Planner
7 days ago
At Liberty Standard Bank Group, we're seeking a talented Financial Planner to collaborate with our dynamic team in Cape Town.
As a Financial Planner, you'll play a crucial role in helping clients achieve their financial goals. This involves meeting with prospective clients, implementing solutions, and reviewing plans with existing clients.
Key Responsibilities:
- Analyzing investment and financial data to provide informed advice to clients
- Communicating complex financial information in a clear and concise manner
- Developing and implementing financial plans tailored to clients' needs
- Maintaining strong interpersonal and analytical skills
Requirements:
- Tertiary education in law, finance, economics, entrepreneurship, or marketing
- Matric certificate essential
- Clear criminal and credit record
- Drivers license and own vehicle
What We Offer:
- Competitive remuneration package
- 70% uncapped commission
- Company benefits including medical aid and provident fund
- Training and development opportunities
We're committed to providing a supportive and collaborative work environment that fosters growth and development. If you're a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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