Career Opportunities in Financial Services

1 month ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

Explore a dynamic career with Liberty Standard Bank Group as a Financial Planner, where you will play a key role in helping clients achieve their financial goals. Our team of professionals is dedicated to providing exceptional service and support, ensuring our clients receive tailored solutions that meet their unique needs.

About the Role

This exciting opportunity offers the chance to build a successful practice, working closely with experienced sales coaches and planners to develop your skills and expertise. As a Financial Planner, you will be responsible for guiding clients through every step of their financial journey, from assessing their financial needs to implementing personalized solutions.

You will have access to industry-leading training and development programs, ensuring you stay up-to-date with the latest market trends and best practices. With a strong focus on customer service, you will work collaboratively with clients to understand their needs and deliver tailored advice.

We are seeking an individual who is passionate about delivering exceptional results, with a strong ability to communicate complex financial concepts in a clear and concise manner. If you have a passion for finance and a drive to succeed, this could be the ideal opportunity for you.

Responsibilities
  • Complete required program training and assignments to ensure comprehensive knowledge and skills
  • Develop and maintain a book of business that meets our standards, consistently delivering high-quality results
  • Demonstrate proficiency in using Liberty tools and systems to optimize client interactions
  • Provide exceptional client service, exceeding expectations and driving long-term relationships
  • Evaluate client financial needs, identifying opportunities for growth and improvement
Requirements
  • Post-matric finance-related qualification (e.g., marketing, business, law, economics, investments, risk management)
  • Clear credit rating and no criminal record
  • Own laptop (Windows 7 Professional), vehicle, and driver's license
  • Completed post-matric finance-related qualification in a relevant field
What We Offer

As a Financial Planner with Liberty Standard Bank Group, you can expect a competitive salary package, including:

  • R10,000.00 start-up stipend (for new entrants to the industry only)
  • Uncapped 70% commission structure, providing unlimited earning potential
  • Corporate benefits, including professional development and training opportunities
  • A supportive team environment, dedicated to helping you succeed


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