Financial Planning Specialist

3 days ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Planning Specialist

We invite talented individuals to join The Liberty Standard Bank Group as a Financial Planning Specialist. This is an exciting opportunity to forge a career in the financial services industry and make a real impact on people's lives.

Key Responsibilities:

  • Assess and advise clients on their investment and insurance needs, providing expert guidance to help them achieve their short, medium, and long-term financial goals.
  • Evaluate client information to provide a comprehensive understanding of their financial situation and develop tailored recommendations to meet their needs.
  • Foster strong professional relationships with stakeholders, leveraging your exceptional communication and interpersonal skills to build trust and confidence.

About Us:

The Liberty Standard Bank Group is a forward-thinking organization that values collaboration and entrepreneurial spirit. We offer a dynamic work environment where professionals can grow and thrive.

Requirements:

  • Completed post-matric qualification in marketing, business, law, economics, investments, risk management, or similar field.
  • Strong sales and marketing background, which will accelerate your success in this role.
  • Clear credit rating and no criminal record.
  • Own vehicle and driver's license.

Benefits:

  • R10000.00 start-up stipend (for new entrants only).
  • 70% uncapped commission.
  • Corporate benefits, including medical aid.
  • Professional accredited training and development opportunities.

Compensation: R12,000 per month (estimated based on industry standards). Join us and discover a fulfilling career that aligns with your passions and strengths.



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