Financial Services Professional

2 days ago


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

About the Role

We are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our team at Liberty Standard Bank Group. As a Senior Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert financial planning advice.

Key Responsibilities:

  • Complete required program training and assignments within prescribed timeframes.
  • Obtain mandatory industry licenses within specified periods.
  • Master assessments and meet minimum performance and production standards.
  • Meet production targets that impact overall company revenue goals.
  • Demonstrate proficiency in the use of Liberty tools and systems.
  • Develop a book of business consistent with Liberty's standards.
  • Provide exceptional client service.

Requirements:

  • Completed post-matric related qualification in marketing, business, law, economics, investments, or risk management.
  • Owning a laptop (Windows 7 professional) is a plus.
  • Clear credit rating.
  • No criminal record.
  • Owning a vehicle and drivers license.

What We Offer:

  • A competitive salary of R10000.00 start-up stipend for new entrants to the industry.
  • 70% uncapped commission.
  • Corporate benefits.
  • Professional accredited training and development opportunities.

About Us

At Liberty Standard Bank Group, we strive to provide our clients with exceptional financial services and support. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized financial planning and investment advice.



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