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Senior Financial Planning Specialist

1 month ago


Century City, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

Liberty Standard Bank Group 2 is a leading financial services provider in South Africa, renowned for its prestigious reputation and dynamic corporate culture. As a Senior Financial Planning Specialist, you will play a vital role in helping clients achieve their long-term financial goals.

The estimated monthly stipend plus commission for this position ranges between R50,000 to R100,000, making it an attractive opportunity for those seeking a lucrative career in finance. Located in Cape Town, Milnerton, this role requires a strong understanding of investment and lifestyle needs, as well as the ability to identify new business opportunities and develop strategies to capitalize on them.

To excel in this position, you will need a Matric (Grade 12) qualification, with a Tertiary qualification being highly desirable. You must also have a valid driver's license and own vehicle, as frequent travel to meet clients is required. A stable internet connection and laptop are also essential tools for success in this role.

This position offers a comprehensive training program, including mentorship and support from a network of experienced professionals. With Liberty Standard Bank Group 2, you will have access to cutting-edge resources and tools, allowing you to build a successful and professional career in the finance industry.

In addition to the salary, you will receive monthly and annual incentives and rewards, recognizing your achievements and contributions to the company. This is an excellent opportunity to establish yourself as a financial professional, further your studies, and build a thriving practice under the Liberty Brand.