Enterprise Financial Consultant

2 weeks ago


Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

We are seeking a Professional Financial Planner to join our team at Liberty Standard Bank Group. As a key member of our team, you will be responsible for establishing and maintaining long-term client relationships through networking and prospecting.

Key Responsibilities:

  • Conduct detailed financial needs analysis and provide professional advice to clients.
  • Create and protect the financial security and wealth of others by offering tailored financial solutions.
  • Assist clients in achieving their financial goals and maintain and grow client portfolios.
  • Develop and cultivate long-term client relationships and manage your professional practice.

Requirements:

  • Tertiary qualification is preferred.
  • A minimum of three years full-time working experience is required.
  • Previous experience in the finance industry or outbound sales environment is a strong advantage.
  • Ability to network, prospect, negotiate, and build relationships is essential.
  • Able to work independently and have clear credit and criminal record.

A career-driven person with strong commercial acumen and excellent interpersonal skills is required for this role. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply.



  • Durban, KwaZulu-Natal, South Africa Valve & Automation Ltd Full time

    Enterprise Development Programme 2024Valve and Automation, a recognized BEE transformation partner, invites you to apply for our Enterprise Development programme. This initiative aims to support small and micro enterprises in starting and growing their businesses.Valid company (Pty) Ltd with 100% black ownershipCurrently valid and registered with CIPCMicro...


  • Durban, KwaZulu-Natal, South Africa Valve & Automation Ltd Full time

    We are pleased to invite you to apply for our Enterprise Development programme, designed to support small and micro enterprises in starting and growing their business.Eligibility CriteriaThe company must be a valid (Pty) Ltd with 100% black ownership, currently registered with CIPC.The company must be a micro enterprise with a turnover under R 10M per...


  • Durban, KwaZulu-Natal, South Africa Valve & Automation Ltd Full time

    Enterprise Development ProgrammeValve and Automation, a recognized BEE transformation partner, invites applications for its Enterprise Development programme. This initiative aims to support small and micro enterprises in starting and growing their business.Criteria for ApplicationValid company (Pty) Ltd with 100% black ownershipCurrently valid and registered...


  • Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Job OverviewWe are seeking a skilled Business Financial Consultant to join our team at Micah Govender Developments.Salary InformationThe estimated salary for this position is R400,000 per annum, based on national standards and industry benchmarks.Job DescriptionThis role involves establishing long-term relationships with clients, providing financial planning...


  • Durban, KwaZulu-Natal, South Africa EQ-FIN Full time

    Job Overview: As a Financial Services Consultant at EQ-FIN, you will have the opportunity to work as a financial planner, providing face-to-face advice and creating personalized financial plans for clients. Your role will involve building long-term relationships with clients and maintaining confidentiality of client data.


  • Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

    Job Title: Senior Financial ConsultantOur client, a leading Private Bank and Wealth Manager, is seeking a Senior Financial Consultant to provide financial advice to High-Net-Worth clients. The ideal candidate will have a strong understanding of financial planning processes and be able to develop and maintain close relationships with clients.Key...


  • Durban, KwaZulu-Natal, South Africa KPMG-SouthAfrica Full time

    KPMG Job OpportunityTitle: Financial Consultant LeadJob Overview:To be proactive in all aspects of financial consulting and management.Key Responsibilities:Good report writing and numerical skillsManagement of the teamDelegation to and managing of junior resourcesInitial review support and guidance to junior resourcesService delivery to clientsDirectly...


  • Durban, KwaZulu-Natal, South Africa MPC Recruitment Full time

    Role OverviewMPC Recruitment is seeking a Strategic Financial Consultant to join our client, a diverse and independent financial services group in South Africa.In this role, you will provide expert financial advice in investment, tax, and insurance to clients, building and nurturing your client base while achieving sales targets.As a key player in their...

  • Financial Consultant

    3 weeks ago


    Durban, KwaZulu-Natal, South Africa Sydsen Group (Pty) Ltd Full time

    Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Sydsen Group (Pty) Ltd. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.Key Responsibilities:Provide financial planning and advisory services to clientsConduct financial...


  • Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Key Responsibilities:Establish and maintain long-term relationships with clients to provide tailored financial solutions.Requirements:Matric/NQF4, Tertiary Certificate, Financial Qualification, and a valid driver's license are essential.At least one year of sales experience.Key Performance Indicators:Financial planning and service excellence.About the...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Wealth Advisor Role DescriptionOverviewNetwork Recruitment is seeking an experienced Wealth Advisor to deliver exceptional wealth and estate planning services to high-net-worth clients. The ideal candidate will possess a deep understanding of financial planning and be skilled at building strong client relationships.Main Responsibilities• Client Acquisition...


  • Durban, KwaZulu-Natal, South Africa Rad Resources Full time

    At Rad Resources, we are seeking a highly skilled Wealth Management Consultant to join our team. As a key member of our financial services division, you will play a crucial role in providing expert advice and guidance to our clients.Job DescriptionKey Responsibilities:• Conduct comprehensive financial needs assessments for clients, focusing on wealth...


  • Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

    About this role:At Liberty Standard Bank Group, we are committed to delivering exceptional financial services to our clients. We are seeking a talented Financial Planning Strategist to join our team, working closely with private and business clients to identify their investment and lifestyle needs.Key Responsibilities:Source and cultivate your own client...


  • Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Company OverviewMicah Govender Developments, a leading provider of financial services in South Africa, seeks experienced life and investment financial advisors to join its team.The company offers a comprehensive range of solutions to facilitate long-term wealth creation, protection, and niche financing needs for clients in the entry, middle, affluent, and...


  • Durban, KwaZulu-Natal, South Africa LCI FINANCIAL SERVICES PTY LTD Full time

    We are seeking a highly skilled and motivated individual to join our team at LCI Financial Services as a Consultant.The successful candidate will be responsible for:Assessing clients and conducting credit checksProcessing clients onto our systemProviding exceptional customer service and supportRequirements:Matric or higher qualificationExcellent...


  • Durban, KwaZulu-Natal, South Africa LCI FINANCIAL SERVICES PTY LTD Full time

    LCI Financial Services is a leading micro-lending company with a strong presence in the industry. We are seeking a highly motivated and organized individual to join our team as a Consultant. The successful candidate will be responsible for assessing clients, conducting credit checks, and processing clients onto our system. Additionally, they will provide...


  • Durban, KwaZulu-Natal, South Africa RecruiTech (Pty) Ltd Full time

    Senior Business Analyst PositionAbout the Role:The ideal candidate will possess strong analytical skills and experience in software development environments. As a Senior Business Analyst, you will be responsible for collaborating with various teams to identify business requirements and developing solutions to meet those needs.About the Job:This role involves...


  • Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

    Key Responsibilities:Source and develop a client base through networking, referrals, and prospectingProvide financial planning advice and solutions to clientsDevelop and implement strategies to obtain and manage business opportunitiesManage and strengthen relationships with clientsResolve client concerns and complaintsCareer Growth Opportunities:Establish...


  • Durban, KwaZulu-Natal, South Africa Sydsen Group (Pty) Ltd Full time

    Sydsen Group (Pty) Ltd is a major nationwide company seeking entrepreneurial and driven sales and marketing professionals for their Durban branch.Job DescriptionA Business Development Consultant will be responsible for driving sales and marketing efforts in the Durban area. The ideal candidate should be highly motivated, a good communicator, and have...

  • Financial Accountant

    1 month ago


    Durban, KwaZulu-Natal, South Africa Pro Select Consulting Full time

    Senior BookkeeperPro Select Consulting is seeking a highly skilled Senior Bookkeeper to join their team in DURBAN.Key Responsibilities:Financial Transaction Recording: Accurately record all financial transactions, including sales, purchases, receipts, and payments, in the appropriate accounting software or ledger.General Ledger Maintenance: Keep the general...