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Strategic Financial Planner

1 month ago

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

We are a dynamic team of professionals driven by a purpose: securing the future dreams, aspirations and plans everyone has for themselves and their loved ones. As a Financial Planner/Advisor, you will play a crucial role in helping our clients achieve their financial goals.

Our company values entrepreneurial spirit and provides an opportunity to work for yourself and manage your own business with flexibility. We offer excellent mentorships, top-notch induction training, and continuous learning and development opportunities.

Key Responsibilities:

  • Prospect for new business and establish a strong network of clients
  • Provide financial planning advice and guidance to clients
  • Manage and grow your own client base

Benefits:

  • An attractive commission structure that rewards performance
  • A unique value proposition that sets us apart from competitors
  • The opportunity to study and develop yourself further through our Educational Trust
  • Numerous incentive and rewards programs
  • A great working environment that fosters growth and recognition

Requirements:

  • Matric level qualification
  • Relevant tertiary qualification (advantage)
  • Valid driver's license
  • Laptop and credit facilities available
  • Criminal clearance
  • An entrepreneurial mindset and ability to prospect for new business

Salary Range: R250,000 - R350,000 per annum

We estimate that this role will attract a salary range of R250,000 - R350,000 per annum based on market rates and location.