Financial Planning Specialist

2 weeks ago


Westville, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Unlock Your Financial Potential

Are you looking for a new challenge in your career? Do you want to make a real difference in people's lives? We're seeking a talented Financial Planning Specialist to join our team at Liberty Standard Bank Group 2.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial goals and objectives
  • Conduct thorough financial analyses to identify areas for improvement and develop personalized plans
  • Research and recommend financial products and services to meet clients' needs
  • Collaborate with colleagues to achieve sales targets and grow the business
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
Requirements:
  • Matric qualification (essential)
  • Degree in a relevant field (preferable)
  • Excellent communication and interpersonal skills
  • Ability to work in a team and build strong relationships with clients
  • Strong analytical and problem-solving skills
  • Target-driven mindset and ability to meet sales targets
What We Offer:
  • Competitive commission-based salary
  • Opportunities for career growth and professional development
  • Flexible work schedule and work-life balance
  • Supportive team environment and mentorship

We're a dynamic and forward-thinking organization that values innovation and excellence. If you're passionate about finance and want to make a real difference in people's lives, we'd love to hear from you.



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