Financial Services Specialist

National Insurance Broker Franchise OpportunityA leading financial services company is seeking a Financial Services Professional to join their team as a Insurance Broker. This is a full-time remote role that offers a unique opportunity to earn a high income.As a Financial Adviser, you will be responsible for providing top-notch wealth management and...

Job SummaryWe are seeking a skilled Senior Financial Services Specialist to join our team at Liberty Standard Bank Group 2. In this role, you will be responsible for providing expert financial advice to clients, developing personalized financial plans, and building strong relationships with them.About UsLiberty Standard Bank Group 2 is a leading financial...

Client Relationship OfficerPronel Personnel is seeking a skilled Client Relationship Officer to join their team in Umhlanga. As a key member of the Wealth Specialist team, you will be responsible for building and maintaining strong relationships with clients, ensuring exceptional service and support.Key Responsibilities:Contact and engage with allocated...

Join Liberty Standard Bank Group 2 as a Financial AdviserWe are currently recruiting for Financial Advisers to join our team. Our employees are our greatest asset, and we empower them to perform, offer opportunities to grow, and recognise and reward their contribution.Key Responsibilities:Talk to clients to determine their expenses, income, current cover,...

Job Title: Financial Advisor - Insurance BrokerAbout Us: A leading financial services company committed to providing top-notch wealth management and protection solutions to our clients.Key Responsibilities:Work as an insurance broker, providing financial planning and insurance solutions to clientsCollaborate with team leaders to achieve sales targets and...

National Insurance Broker Franchise OpportunityThis is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. Key Requirements:• Matric qualification• Valid driver's license• Own vehicle•...

About the RoleFouche & Co Recruitment is seeking a highly skilled Senior Financial Reporting Specialist to join our team.Job DescriptionAs a Senior Financial Reporting Specialist, you will be responsible for compiling and reviewing annual financial statements for various entities. Your role will involve analyzing financial data for accuracy, completeness,...

**Key Responsibilities:**As a Financial Adviser with Liberty Standard Bank Group 2, you will be responsible for building and maintaining client relationships, providing expert financial guidance, and implementing personalized financial plans to help clients achieve their financial objectives.**Key Responsibilities Include:*** Conducting client consultations...

Accelerate Your Career with Liberty Standard Bank Group 2At Liberty Standard Bank Group 2, we're dedicated to empowering our customers to achieve financial freedom. As a Graduate Financial Adviser, you'll play a pivotal role in helping individuals and families navigate their financial journeys.Key Responsibilities:Client Acquisition and Engagement: Develop...

Unlock Your Potential in Financial PlanningEmbark on a challenging and rewarding career journey as a Financial Planner with Liberty Standard Bank Group 2. Key Responsibilities• Develop and grow new business relationships with clients• Analyze clients' financial situations and needs• Build and maintain strong relationships with clients• Provide...

Financial Adviser RoleAt Liberty Standard Bank Group 2, we are seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Talk to clients to understand their financial situation, income, and objectives.Provide financial advice and...

Client Relationship OfficerA well-established wealth specialist seeks a Client Relationship Officer to join their team.Key Responsibilities:Client Outreach: Contact allocated leads, set up appointments with potential clients for the Wealth Specialist.Client Support: Address existing client queries and requests timeously and professionally, offering high...

Financial Adviser RoleAt Liberty Standard Bank Group 2, we are seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will be responsible for selling a range of Liberty related products in a professional manner and building a successful practice.Key Responsibilities:Prospect for clients and obtain leads to secure...

We are seeking an ambitious and self-driven Strategic Financial Solutions Specialist to join our team at Liberty Standard Bank Group 2. As a key player in our financial planning department, you will be responsible for delivering comprehensive financial solutions to our clients.About the RoleThis is an exciting opportunity for a results-driven professional...

A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities:Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

Job Title:Forex SpecialistJob Summary:Bidvest Bank is seeking a skilled Forex Specialist to join our team. The successful candidate will be responsible for generating revenue by sourcing new clients and proactively managing accounts to maximize profitability.Key Responsibilities:Plan, initiate, and drive sales to achieve elite revenue targetsAcquire and...

Key Responsibilities:Talk to clients to understand their financial objectives and develop a tailored plan.Offer expert advice on financial strategies and plans, addressing client questions and concerns.Review client financial plans regularly to identify changes in their financial status and update plans accordingly.Analyse financial data to develop effective...

Liberty Standard Bank Group seeks to hire a Senior Financial Services Consultant to join our dynamic corporate culture. About the RoleThis position offers a highly rewarding commission-based income, along with passive income flows and opportunities for long-term wealth growth.The successful candidate will have a defined career path, access to...

Key ResponsibilitiesThe ideal candidate will be responsible for attending to all existing client queries and requests in a timely and professional manner, ensuring the highest levels of service. This includes handling, maintenance, and tracking of all leads received by the Wealth Specialist team, as well as maintenance, reconciliation, and submission of the...

Key ResponsibilitiesClient Service: Provide exceptional customer service to existing clients, ensuring timely and professional responses to their queries and requests.Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, following up with clients within the company's set timeframes.Reconciliation and Submission:...