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Career Opportunity in Financial Planning

1 week ago

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

**Financial Services Career at Liberty Standard Bank Group**

We invite you to apply for our Financial Adviser vacancy, where you can forge a career in the exciting world of financial services. Our goal is to collaborate with professional and entrepreneurial individuals who are looking for a challenging role rather than a routine job.

Key Responsibilities:

  • Assess and advise clients on their investment and insurance needs.
  • Help clients achieve their short, medium, and long-term financial planning goals.
  • Establish professional relationships with stakeholders and understand their financial needs.

To establish these needs, you will gather client information and provide a holistic financial needs analysis. You will also assist in providing suitable recommendations and offering products and services to meet individual needs. A strong desire to help people and make a positive impact on their lives is essential for this role.

A successful Financial Adviser should have a strong sales and marketing background, which will significantly contribute to their success. In addition, they should possess post-matric qualifications in relevant fields such as marketing, business, law, economics, investments, or risk management.

Requirements:

  • Completed post-matric qualification in marketing, business, law, economics, investments, risk management, or similar.
  • Owning a laptop (Windows 7 Professional) and having a clear credit rating.
  • No criminal record and owning a vehicle with a valid driver's license.

Benefits:

  • R10,000 start-up stipend (available for new entrants to the industry only).
  • 70% uncapped commission.
  • CORPORATE BENEFITS INCLUDING MEDICAL AID.
  • Professional accredited training and development opportunities.