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Financial Planner

2 months ago

East Rand, South Africa Liberty Standard Bank Group Full time

Join Liberty Standard Bank Group as a Financial / Wealth Planner and take your career to the next level. Our company is a leader in the financial services industry, and we're looking for exceptional individuals to represent us. As a Financial / Wealth Planner, you'll be responsible for providing holistic financial planning advice to private and business clients. This includes identifying their financial, investment, and lifestyle needs, and developing strategies to meet those needs. You'll also be responsible for managing individual and corporate relationships, and identifying new business opportunities. To be successful in this role, you'll need to have a strong mix of independence, people skills, enthusiasm, professionalism, and networking skills. A matric certificate is essential, and a tertiary qualification is an advantage. You'll also need to have a good network of potential clients, and a valid driver's license. If you're a driven individual with a passion for finance, and you're looking for a challenging and rewarding career, then this could be the opportunity for you. Our structured training program will help you develop the skills and knowledge you need to succeed in this role. You'll be trained by experienced professionals who are committed to helping you succeed. And with our proactive approach to training, you'll be able to establish a successful and professional practice. So why wait? Apply now to take your career to the next level.

**Key Responsibilities:**

* Provide holistic financial planning advice to private and business clients
* Identify financial, investment, and lifestyle needs
* Develop strategies to meet client needs
* Manage individual and corporate relationships
* Identify new business opportunities

**Requirements:**

* Matric certificate
* Tertiary qualification (advantageous)
* Good network of potential clients
* Valid driver's license

**What We Offer:**

* Structured training program
* Experienced professionals to guide you
* Proactive approach to training
* Opportunity to establish a successful and professional practice

**Apply Now:**

If you're a motivated and ambitious individual with a passion for finance, and you're looking for a challenging and rewarding career, then apply now to join our team as a Financial / Wealth Planner.

**Note:**

All applications will be treated confidentially.

**Contact:**

Please do not contact us with unsolicited applications.

**Disclaimer:**

Liberty Standard Bank Group is an equal opportunities employer.

**Language:**

English