Financial Planner

4 weeks ago

Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Financial Adviser Job Description

Liberty Standard Bank Group 2 is seeking a highly motivated and competitive Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing exceptional financial planning and wealth management services to our clients.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Generate leads and build relationships with potential clients
  • Prepare and present financial recommendations to clients
  • Monitor and review client portfolios to ensure optimal performance
  • Stay up-to-date with industry developments and best practices
Requirements:
  • Matric certification (essential)
  • Degree in a relevant field (preferable)
  • RE certification (highly advantageous)
  • Clear credit record
  • Clear criminal record
  • Laptop and vehicle
Benefits:
  • Flexible working hours
  • Ongoing training and mentorship
  • Access to specialized support
  • Opportunity to join a well-established and reputable brand
  • Group life benefits
  • High commission earning potential

At Liberty Standard Bank Group 2, we pride ourselves on our culture, team, and passion for improving the lives of our clients. If you are a self-motivated and entrepreneurial individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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