Senior Financial Services Consultant

4 days ago


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

Are you looking for a challenging career in the financial services industry? Liberty Standard Bank Group is a leader in this field, and we are seeking a skilled professional to join our team as a Senior Financial Services Consultant. Estimated Salary: $80,000 - $110,000 per year.

About Us

We are a dynamic company that offers a range of financial services to individuals and businesses. Our mission is to provide innovative solutions that meet the changing needs of our clients. As a Senior Financial Services Consultant, you will be part of a talented team that is passionate about delivering exceptional results.

Job Description

In this role, you will be responsible for providing expert advice on financial planning and management to our clients. This will involve assessing their risk profile, identifying opportunities for growth, and developing customized solutions to achieve their goals. You will also be expected to work closely with our sales team to identify new business opportunities and build relationships with key stakeholders.

Key Responsibilities:
  • Provide expert financial planning and management advice to clients
  • Assess client risk profiles and develop tailored solutions
  • Work closely with sales teams to identify new business opportunities
  • BUILD STRONG RELATIONSHIPS WITH KEY STAKEHOLDERS
Requirements

To succeed in this role, you will need:

  • A tertiary qualification in finance or a related field
  • Proven experience in financial planning and management
  • Strong communication and interpersonal skills
  • A drivers license and access to a vehicle
What We Offer

We offer a competitive salary package, including a base salary of $80,000 - $110,000 per year, plus benefits and opportunities for professional development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Kloof, KwaZulu-Natal, South Africa Catch Recruit Full time

    About the RoleWe are seeking a highly motivated and organized Business Development Associate to support our Financial Planning Partners in delivering exceptional client services. This is an exciting opportunity to join our team at Catch Recruit, where you will play a key role in driving business growth and expansion.Key ResponsibilitiesThe successful...


  • Kloof, KwaZulu-Natal, South Africa Carlysle Human Capital Full time

    Job Title: Hospitality System ConsultantWe are seeking a skilled Hospitality System Consultant to join our team at Carlysle Human Capital. This is a fantastic opportunity for an experienced professional to leverage their expertise in hospitality, software services, and project management.About the Role:The successful candidate will be responsible for...


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

    We are seeking a talented Financial Practice Specialist to join Liberty Standard Bank Group. As a Financial Adviser, you will be responsible for sourcing prospective clients, assessing their risk profile, and providing long-term financial solutions aligned with client objectives and requirements.Job DescriptionIn this role, you will:Develop effective...


  • Kloof, KwaZulu-Natal, South Africa Pro Stop Recruitment Services Full time

    Job Description:We are seeking a highly skilled and experienced Full Stack C# Developer to join our team at Pro Stop Recruitment Services.About the Role:This is an exciting opportunity for a talented software engineer to design, develop, and maintain complex software applications that meet client needs and specifications.Responsibilities:Collaborate with...


  • Kloof, KwaZulu-Natal, South Africa Carlysle Human Capital Full time

    About the Role:We are seeking an experienced Operational Efficiency Specialist to join our team in Kloof, Durban. As a key member of our hospitality software services, you will be responsible for onboarding new clients and ensuring seamless integration with our system.Responsibilities:Onboard new clients to our software platformConduct post-onboarding...


  • Kloof, South Africa Dixie Recruitment Full time

    **Desired Experience & Qualification** - Matric - Degree or Diploma in Financial Services and/or RE5 certification will be an advantage - At least 2 years’ experience is essential - MS Office (Especially Excel) - must be competent - ESSENTIAL - Strong administrative skills, good attention to detail and the ability to provide exceptional customer service -...


  • Constantia Kloof, South Africa Affinity Life Limited Full time

    Job Title: Telesales Consultant Location: Constantia Kloof Rooderport About Us: Affinity Life Limitted is a leading Insurance company seeking an experienced Telesales Consultant to join our dynamic team. Job Summary: We're looking for a results-driven Telesales Consultant with a proven track record in sales and customer service. As a Telesales Consultant,...


  • Kloof, South Africa The Recruitment Council Full time

    Primary purpose of the position: Join an esteemed Financial Services company, who’s on the hunt for a Motor Claims Consultant. You will need to ensure that the expectations of existing insurance clients are identified and met in the event of a claim, and to process claims swiftly and efficiently. To keep the client’s Brand Promise of meeting and...

  • Financial Planner

    2 weeks ago


    Kloof, South Africa Featherway Recruiting Full time

    **Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

  • Inbound Consultant

    4 days ago


    Kloof, South Africa CP Personnel Full time

    ONBOARDING CONSULTANT R20 000 - R38 000 Durban Experience in a great working Environment with fantastic people During covid 19 will work remotely The person will be responsible for Managing the onboarding process for a new clients and affiliate POS System. It will be and operational requirement to know both the POS and software products. Will be...


  • Kloof, South Africa Dixie Recruitment Full time

    Our client based in Kloof is looking for an experienced and motivated Internal Sales Consultant. **Requirements**: - Matric + related tertiary qualification - At least 5 years’ Internal sales experience - Experience in Customer Service - Afrikaans speaking would be beneficial for this position - MS Office - proficient with Intermediate - Advanced Excel -...


  • Kloof, South Africa HotelJobs.co.za Full time

    **JD Specialized Recruitment** has partnered with a premier Inbound DMC based in Kloof, KZN to recruit an experienced **INBOUND TRAVEL **CONSULTANT** **-PLEASE NOTE - This position is office based** As an Inbound Travel Consultant, you will be the first point of contact for prospective clients. You will manage the entire travel booking process, from...

  • Financial Planner

    2 weeks ago


    Kloof, South Africa Ad Ease Placements Full time

    Financial Paraplanner, Durban (Upper Highway) Assist with all Wealth Management Planning and advice related activities on an initial and ongoing basis. Summary of essential job functions: - Client Appointments - Take ownership for appointments allocated as per diary - Assign tasks / requests for file preparation - admin / implementation - Preparation of...


  • Kloof, South Africa Liberty Standard Bank Group Full time

    Are you looking for a new challenge? Is it not time you changed your career? Make 2025 your year of change and join Liberty Life, a leader in the Financial Services Industry and let us help you set up your professional practice . As a Financial Adviser, you will need to effectively source prospective clients, assess their risk profile and provide long term...

  • Audit Senior

    1 week ago


    Kloof, South Africa Victor Fernandes & Co. Full time

    Kloof, West Suburbs **Audit Senior** Description: An auditing & Accounting practice situated in Kloof are looking to employ the services of an Audit Senior/Supervisor.The following attributes are necessary: SAICA training contract completed Fluency in english Extensive knowledge of Caseware Working Papers, Excel & Word Have a drivers licence and own...

  • Financial Advisers

    2 weeks ago


    Kloof, South Africa Featherway Recruiting Full time

    We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...


  • Kloof, South Africa Featherway Recruiting Full time

    **Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...


  • Kloof, South Africa Job Crystal Full time

    A business providing SAAS to the Hospitality sector is looking for a Customer Engagement Consultant. **DUTIES & RESPONSIBILITIES, NOT LIMITED TO**: Frontline product support: - Attending to in/out Frontline requests - Escalating investigative queries to second line support/consulting - Correct time logging - Correct ticket admin (time logs, Client ID,...

  • Financial Advisor

    2 weeks ago


    Kloof, South Africa Featherway Recruiting Full time

    **Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

  • Claims Consultant

    5 days ago


    Kloof, South Africa Yazoo Recruitment Specialists Full time

    Claims Consultant, preferably with the required FSCA qualifications (FAIS & RE) and minimum 2 years’ strong administrative experience required for a Short Term Insurance Brokerage based in Kloof. Minimum requirement - Grade 12 essential - Minimum 2 years claims administrative experience, in the short term insurance industry required - Relevant insurance...

  • Claims Consultant

    5 days ago


    Kloof, South Africa Yazoo Recruitment Specialists Full time

    Claims Consultant with the required FSCA qualifications (FAIS & RE) and minimum 2 years’ strong administrative experience in a claims environment (motor or non-motor claims) required for a Short Term Insurance Brokerage based in Kloof. **Minimum requirement** - Grade 12 essential - Minimum 2 years’ Claims experience, preferably in the short term...

  • Financial Advisers

    2 weeks ago


    Kloof, South Africa Featherway Recruiting Full time

    We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. **Job description.** - Sourcing and meeting potential...


  • Kloof, South Africa Job Crystal Full time

    A business providing SAAS to the Hospitality sector is looking for a Customer Engagement Consultant. **DUTIES & RESPONSIBILITIES, NOT LIMITED TO**: Frontline product support: - Attending to in/out Frontline requests - Escalating investigative queries to second line support/consulting - Correct time logging - Correct ticket admin (time logs, Client ID,...


  • Kloof, South Africa Featherway Recruiting Full time

    Sales Specialist/ Business Acquisition Manager PURPOSE OF THE ROLE - Sell the Sureswipe acquiring product range - Hunt for new business through Face to Face sales methods - Reach the required sales activity standards - Target independent retailers and open new markets - Display the discipline and professionalism needed to grow the companies...


  • Kloof & Hillcrest, South Africa Carlysle Human Capital Full time

    Job description (Details of the position i.e. duties): - Onboarding of new clients to our software- Post-onboarding client follow ups/check-ins- Onboarding new POS clients- Implementing integrations, like financial interfaces- Consultative projects related to data changes- Keep up to date with new product features...