Financial Planning Specialist

4 weeks ago


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

Are you a skilled Financial Advisor looking to take your career to the next level? Liberty Standard Bank Group is seeking an experienced and qualified Financial Planning Specialist to join our team.

About Us

We are an industry leader within the financial services sector, dedicated to providing top-notch advice to our clients. Our ideal candidate will have at least two years of experience in rendering financial advice and intermediary services, with a strong educational background and relevant certifications.

Job Description

The successful candidate will be responsible for prospecting and closing new business, networking to obtain new clients, and advising them on how to meet their financial goals. They will also be expected to maintain existing business, service existing clients, and develop and present financial planning recommendations.

Requirements
  • Experience: At least two years of experience as a representative rendering financial advice and intermediary services
  • Educational Qualifications: Matric or equivalent, and a successfully completed Class of Business exam, Regulatory Exam for representatives (RE5) exam, Certified Financial Planning (CFP) or equivalent full qualification
  • Registration: Currently registered with the Financial Sector Conduct Authority as a full representative
  • Skills: Excellent analytical and communication skills, ability to work independently, high initiative and entrepreneurial skills, and excellent negotiation and presentation skills
Package & Remuneration

A competitive salary of R 500,000 - R 750,000 per annum, plus commission structure.



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