Financial Planning Expert

5 hours ago


Hillcrest, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

We are seeking highly motivated individuals who are passionate about helping people achieve their financial goals. At Liberty Standard Bank Group 2, our Financial Advisers have a genuine care for people and a commitment to doing what is right.

If you desire to be directly rewarded for your efforts, make a meaningful impact in peoples lives, and be part of a career that offers growth and progression, we encourage you to consider this opportunity.

You will work with clients from the start, having a genuine impact on their financial well-being. We specialise in all aspects of personal financial planning, wealth protection, and creation.

Your key responsibilities will include:

  • Conducting client meetings, both initial and review, and recording all relevant information
  • Analysing information to recommend suitable strategies and products
  • Writing client reports with appropriate and compliant disclosures and illustrations
  • Scheduling review meetings with clients in keeping with their agreed terms
  • Ensuring that client files are up-to-date and complete

Benefits of this role include:

  • Flexible working hours to suit your lifestyle
  • Constant training and mentorship to support your development
  • Access to specialised support and resources
  • The opportunity to join a well-established, secure, and reputable brand
  • A high commission earning potential based on business written
  • Group life benefits

To be successful in this role, you will need:

  • A clear credit record
  • A clear criminal record
  • A laptop and vehicle/access to a vehicle
  • Strong customer relationship-building skills
  • A professional approach and drive to succeed
  • Strong communication skills
  • Working knowledge of computer systems
  • A sales background and previous experience in financial services would be advantageous, but not essential.


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