Financial Planning Specialist

3 weeks ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals. In this role, you will be working closely with clients to understand their financial needs and develop tailored strategies to meet those needs. This includes identifying and recommending suitable investment and insurance products to help clients build wealth and protect their assets.

Key responsibilities of the Financial Adviser role include:

Key Activities

* Source and develop a client base through networking and prospecting

* Meet clients in person to provide them with financial planning advice and solutions

* Identify and recommend suitable investment and insurance products to clients

* Provide ongoing financial planning advice to retained clients

* Develop and implement strategies to obtain and manage business opportunities

* Manage and strengthen relationships with clients

* Resolve client concerns, queries, and complaints

Benefits

* Competitive commission based on achieving set sales targets

* Opportunity to work with a well-established and reputable brand

* Opportunities for training and development

Desired Experience & Qualifications

* A tertiary qualification is an advantage

* Experience in the sales sector is essential

* Ability to work under pressure and meet sales targets

* Professional appearance and good communication and interpersonal skills

* Ability to network and prospect to grow client base

* Clear credit and criminal record

* Own transport is non-negotiable



  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job Summary:At Liberty Standard Bank Group 2, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and a passion for helping clients achieve their financial goals. In this role, you will be responsible for providing expert financial advice to clients, analyzing their financial...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Key Responsibilities:As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for developing and nurturing your own client base through networking and prospecting. You will source new business from retained clients and referrals, meeting with clients in person to provide financial planning advice and solutions. Your role will involve...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    Event Planning SpecialistWe are seeking an experienced Event Planning Specialist to join our team at beBee Professionals in Pietermaritzburg. The successful candidate will be responsible for planning and executing events from conception to completion.Key Responsibilities:Develop and implement event plans, including timelines, venues, suppliers, and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Title: Financial Compliance SpecialistJob Summary: BeBee Professionals is seeking a Financial Compliance Specialist to ensure the company's compliance with financial regulations and laws. The successful candidate will monitor and analyze financial data, prepare reports, and provide advice on compliance matters.Responsibilities:Monitor and analyze...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    beBee Professionals is looking for a skilled Event Planning and Catering Specialist to join our team in Pietermaritzburg. The successful candidate will be responsible for planning and executing all catering events, from small private gatherings to large corporate events.The ideal candidate should have a minimum of 3 years of experience in event planning and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    About the RoleWe are seeking an experienced Event Planning and Management Specialist to join our team in Pietermaritzburg. The successful candidate will be responsible for planning and executing events from conception to completion.Key ResponsibilitiesDevelop and implement event plans, including timelines, venues, suppliers, legal requirements, and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Dick Whittington Shoes Full time

    At Dick Whittington Shoes, a dynamic organization based in Pietermaritzburg, we are seeking a highly organized and accurate Financial Operations Specialist to join our finance team.About UsDick Whittington Shoes is a company dedicated to delivering high-quality products to the market. Our vision is to be the leading shoe manufacturer in South Africa.Job...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Telebest Full time

    Telebest is seeking a highly skilled Secretary to the Treasury, Financial Planning and Management to join our team in Pietermaritzburg.Requirements:Matric certificate with a diploma in Office Management or a NQF level 6 Secretarial Diploma.2+ years secretarial or administration experience.Proficiency in computer applications, including word processing,...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job Title: Financial Career SpecialistEstimated Salary: R450,000 per annum.The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure. The ability to work productively alone as well as in a team within a competitive environment is required.About the Role:Sourcing and developing new client relationships...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job DescriptionWe are seeking a highly skilled and motivated Financial Adviser to join our team at Liberty Standard Bank Group 2.About the RoleThis is an exciting opportunity for a professional who wants to take their career to the next level by providing expert financial advice to clients.The successful candidate will be responsible for:Contacting clients...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Lonfin Wealth Job OpportunityWe are seeking a highly skilled and experienced professional to join our team as a Financial Planners Specialist.The ideal candidate will have a strong sales track record and/or experience in the insurance industry. A degree is not mandatory, but it is an added advantage.The successful candidate will be part of a dynamic team and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Immploy Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Operations Specialist to join our team at Immploy. The successful candidate will be responsible for:Recording and Posting general journal entries and maintaining ledgers to ensure accurate financial records.Reconciling monthly creditor accounts and resolving any queries that may arise.Processing...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    BeBee Professionals is a leading provider of financial advisory services. We are seeking a highly skilled and experienced Senior Financial Advisory Specialist to join our team in Pietermaritzburg.The successful candidate will be responsible for providing expert financial advice to clients, including mergers and acquisitions, capital raising, and corporate...


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

    **About the Role**We are seeking a skilled and dedicated Financial Manager to oversee the hospital's financial operations. This role is critical in ensuring compliance and supporting strategic planning for growth and sustainability.**Key Responsibilities:**Financial planning and analysisTrial balance creationMonthly financial...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full time

    Pronel Personnel Job DescriptionJob Title: Senior Financial Analyst - Manufacturing and FMCG Costing SpecialistOverview:This role is a senior financial position that requires expertise in cost accounting, specifically in the manufacturing and FMCG sectors.Salary:We are offering a competitive salary range of £45,000 to £55,000 per annum, depending on...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Pepkor Lifestyle Full time

    Job Description:At Pepkor Lifestyle, we are seeking a skilled Customer Service Specialist - Financial Transactions to join our retail team. This is an exciting opportunity for a highly motivated individual to work in a fast-paced environment and make a significant impact on our customers' experience.The ideal candidate will possess excellent customer service...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    We are seeking a Strategic Risk Management Specialist to join our team at Liberty Standard Bank Group 2. As a key member of our financial services team, you will be responsible for crafting inventive insurance plans that protect assets and unlock hidden opportunities.Main Responsibilities:Prospecting for new business and building long-lasting relationships...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Transforming Lives Through Financial Expertise At Old Mutual, we're committed to empowering our customers to achieve their financial goals. We're seeking a skilled and passionate individual to join our team as a PFA Associate Financial Advisor Campaign. As a champion of our customers' financial well-being, you'll identify their needs, provide sound...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Key Responsibilities:In this role, you will be responsible for developing and managing your own client base through effective networking and prospecting. This will involve identifying new business opportunities and building relationships with existing clients.Key Activities:• Source and develop new business from retained clients and referrals• Meet with...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Fempower Full time

    About FempowerFempower is a leading financial institution dedicated to empowering individuals and businesses across the agricultural sector.Job Title: Farming Business Development SpecialistWe are seeking an experienced Farming Business Development Specialist to join our team. The successful candidate will be responsible for fostering strong relationships...