Senior Financial Planning Manager

7 days ago


Randburg, Gauteng, South Africa Liberty Standard Bank Group Full time
Job Opportunity at Liberty Standard Bank Group

A leading financial institution in the Liberty Standard Bank Group is seeking an experienced Financial Sales Advisor to join their team in Randburg.

This is a challenging role that requires a qualified, professional planner with extensive knowledge of financial instruments. The successful candidate will be responsible for providing expert advice on retirement, life, risk cover, unit trusts, insurance, wills, estate planning, and investments to clients across various levels.

The ideal candidate will have exceptional numerical skills, interpersonal skills, and communication skills (verbal & written). They must also possess analytical skills, lateral thinking, leadership skills, and a willingness to work hard. A positive attitude and integrity are essential qualities for this position.

In addition to these skills, the successful candidate will have:
  • Regulatory Exam for Representatives passed
  • Minimum of 3 years Experience in the industry
  • Must have reliable vehicle

Compensation: The estimated annual salary for this role is approximately R600,000 - R800,000, depending on experience.

About the Role:

The primary responsibility of this position is to provide expert financial advice to clients and grow a sustainable network and client base. This involves building strong relationships with clients, identifying their financial needs, and recommending suitable financial products.

The successful candidate will be part of a dynamic sales team that is growing rapidly. They will have the opportunity to work closely with colleagues, share knowledge, and learn from each other's experiences.

Requirements:

To be considered for this role, applicants must meet the following requirements:
  • Have a solid understanding of financial instruments, including retirement, life, risk cover, unit trusts, insurance, wills, estate planning, and investments.
  • Be able to analyze complex financial data and provide recommendations to clients.
  • Possess excellent communication and interpersonal skills.
  • Be able to work independently and as part of a team.

About Us:

Liberty Standard Bank Group is a well-established financial institution with a strong presence in the market. We are committed to providing our clients with exceptional service and expert financial advice. Our team is passionate about helping individuals achieve their financial goals and build a secure future.

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