Senior Financial Consultant

7 days ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

We are seeking a skilled and ambitious individual to join our team as a Senior Financial Consultant. This role offers an excellent uncapped earning opportunity, great leadership, and mentorship.

Job Responsibilities
  • Determine clients' financial needs and goals
  • Analyze clients' expenses, income, insurance coverage, and risk tolerance
  • Provide advice on insurance coverage, investment planning, cash management, and other areas to help clients achieve their financial objectives
  • Regularly review clients' bank accounts and financial data to identify necessary changes to reach their goals
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients

This is a FAIS role requiring Matric 2 years Sales experience and RE 5 certification. A laptop, own car, and driver's license are also required. A network of clients is beneficial but not essential.

Key Skills and Qualifications
  • Fais qualification
  • Matric 2 years sales experience
  • Re 5 certification

The estimated salary for this role is around R500,000 per annum, depending on experience and qualifications. Liberty Standard Bank Group offers great opportunities for career growth and development.



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