Financial Planner

1 month ago

Krugersdorp, Gauteng, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Planner

At Liberty Standard Bank Group, we're on a mission to empower individuals to achieve their financial goals. As a Financial Planner, you'll play a vital role in helping our clients secure their financial futures.

Key Responsibilities:
  • Create and manage client portfolios, providing tailored financial advice and guidance.
  • Conduct thorough financial needs analyses to determine clients' requirements and develop effective strategies for achieving their financial objectives.
  • Maintain excellent relationships with clients, providing ongoing support and monitoring their financial portfolios.
  • Stay up-to-date with industry developments and legislative changes, ensuring compliance with all relevant regulations.
What We Offer:
  • Comprehensive training and development programs to enhance your skills and knowledge.
  • A supportive network of professionals dedicated to helping you succeed.
  • A competitive commission-based income and a range of benefits.
  • Opportunities for career growth and advancement.
Requirements:
  • National Senior Certificate.
  • Degree or Diploma in a relevant field (advantageous).
  • Experience in sales and customer service.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

We're looking for individuals who are passionate about helping others achieve their financial goals. If you're a motivated and results-driven professional with a keen eye for detail, we'd love to hear from you.

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