Financial Services Specialist

1 week ago


Sandton, South Africa Liberty Standard Bank Group Full time

Overview

Liberty Standard Bank Group is a leading financial services company in South Africa, offering a wide range of products and services to individuals and businesses.

Job Description

We are currently seeking an experienced Financial Planner to join our team. The successful candidate will be responsible for providing holistic financial planning advice to private and business clients, identifying their investment and lifestyle needs, and developing strategies to meet these needs.

The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. A strong entrepreneurial drive and the ability to network and build relationships will also be essential.

Key Responsibilities

  • Sourcing and developing new business opportunities through networking, referrals, and prospecting
  • Providing on-going financial planning advice to retained clients
  • Developing and implementing strategies to obtain and manage business opportunities arising within private and corporate accounts
  • Managing and strengthening relationships with existing clients

Requirements

  • Matric is essential
  • A tertiary qualification is desirable
  • Own vehicle and valid driver's license is a must
  • Ability to work independently
  • Clear criminal and credit record

Benefits and Remuneration

The successful candidate can expect a competitive salary of R250,000 - R300,000 per annum, depending on experience. Benefits include a structured training program, mentorship, and continuous professional development opportunities.



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