Career Advancement Opportunities in Financial Planning

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time
Job Description

We are seeking a highly skilled and motivated Financial Adviser to join our team at Liberty Standard Bank Group 2.

About the Role

This is an exciting opportunity for a professional who wants to take their career to the next level by providing expert financial advice to clients.

The successful candidate will be responsible for:

  • Contacting clients and setting up meetings to discuss their financial needs and goals.
  • Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
  • Analysing information and preparing plans best suited to individual clients' requirements.
  • Completing risk analysis and researching the marketplace to provide clients with information on new and existing products and services.
  • Designing financial strategies and assisting clients to make informed decisions.
  • Reviewing and responding to clients changing needs and financial circumstances.
Benefits

We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience.

In addition to a generous salary, we also offer:

  • A flexible work schedule that allows you to balance your work and personal life.
  • Ongoing training and supervision to help you develop your skills and expertise.
  • A mentorship program to support your career advancement.
  • A commission-based sales target that provides unlimited earning potential.
  • Passive income creation opportunities.
  • A supportive team environment that encourages collaboration and open communication.
Requirements

To be successful in this role, you will need:

  • A matric certificate (essential).
  • A degree (preferable).
  • Excellent communication, interpersonal, and listening skills.
  • The ability to explain complex information simply and clearly.
  • Strong research and analytical skills.
  • Negotiation and influencing skills as well as determination and tenacity.
  • The ability to work in a team.
  • Time management skills.
  • A target-driven mindset.
  • Discretion and an understanding of the need for client confidentiality.
  • An ethical and professional approach to work.
What We Offer

At Liberty Standard Bank Group 2, we value our employees and offer a range of benefits and perks to support your career advancement and personal growth.



  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Old MutualWe are seeking a dynamic and entrepreneurial-minded individual to join our team as a Financial Advisor.About the RoleThe successful candidate will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose"...


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

    Job SummaryWe are seeking a skilled and ambitious individual to join our team as a Financial Adviser. As a Financial Adviser with Liberty Standard Bank Group 2, you will have the opportunity to shape the financial futures of your clients and help them achieve their goals.About the RoleGenerate client prospects through effective networking and...


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

    We are seeking a highly motivated and ambitious Finance Graduate to join our team at Liberty Standard Bank Group 2. This is an exceptional opportunity for individuals looking to launch their careers in finance.About the RoleAs a Financial Adviser, you will be responsible for:Developing new business opportunities and analyzing financial needs;Building strong...


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

    Job Title: Financial AdviserJob Summary: We are seeking a highly motivated and skilled Financial Adviser to join our team at Liberty Standard Bank Group 2. As a Financial Adviser, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Conduct...


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

    Job SummaryWe are seeking a skilled and ambitious Financial Adviser to join our team at Liberty Standard Bank Group 2. As a key member of our organization, you will play a crucial role in providing expert financial guidance to clients, helping them achieve their goals and secure their financial futures.About UsAt Liberty Standard Bank Group 2, we pride...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    About the RoleWe are seeking a self-motivated and dynamic individual to join our team as a Financial Advisor.The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing suitable financial plans and solutions.Key ResponsibilitiesIdentify...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Transforming Lives through Financial GuidanceAt Old Mutual, we believe in harnessing the potential of Africa's diverse talent to drive financial growth and prosperity.About the RoleWe are seeking self-motivated and dynamic individuals who possess a strong entrepreneurial spirit to join our team of financial advisors.Identify and understand customers'...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    About Us">At Lonfin Wealth, an accredited Sanlam Franchise, we are dedicated to providing exceptional financial services to our clients. As a result, we are seeking a skilled and experienced Financial Planner to join our team.Salary">We offer a competitive salary of R600,000 per annum, commensurate with your experience and qualifications.Job Description">The...


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

    About the Role:We are seeking a highly motivated and experienced financial services professional to join our team at Liberty Standard Bank Group 2. As a Financial Adviser, you will have the opportunity to make a meaningful difference in the lives of our customers and work for a company that is a leader in its field.Main Responsibilities:New Business...


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

    Job Title: Financial Career SpecialistEstimated Salary: R450,000 per annum.The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure. The ability to work productively alone as well as in a team within a competitive environment is required.About the Role:Sourcing and developing new client relationships...


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

    Key Responsibilities: Develop and execute strategies for new business growthKey Skills: Excellent problem-solving and decision-making abilities Strong negotiation and relationship-building skills Ability to manage client relationships and communicate effectively High degree of determination and commitment to ongoing education and professional...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Africa’s Leading Insurance Company Seeks Self-Motivated Sales ProfessionalOld Mutual is committed to harnessing the African opportunity with a diverse and entrepreneurial team. We are seeking a dynamic individual to join our organization as a Commissioned Financial Advisor.The role involves championing valued customers in achieving their lifetime goals by...


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

    As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals. In this role, you will be working closely with clients to understand their financial needs and develop tailored strategies to meet those needs. This includes...


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

    Looking for a new challenge in your career? Consider a role as a Senior Financial Consultant at Liberty Standard Bank Group 2.Key Responsibilities:Establish relationships with clients to understand their financial needs and goals.Conduct thorough reviews of clients' financial circumstances and develop personalized plans to meet their objectives.Research and...


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

    Financial Adviser Opportunity at Liberty Standard Bank Group 2In this role, you'll embark on a comprehensive training journey with Liberty Financial Advisers, focusing on technical, sales, and soft skills to ensure your success.Your Key Responsibilities:Become a skilled Financial Adviser through rigorous training and development.Meet production targets and...


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

    Key Responsibilities:As a Financial Adviser at Liberty Standard Bank Group 2, you will be responsible for developing and nurturing your own client base through networking and prospecting. You will source new business from retained clients and referrals, meeting with clients in person to provide financial planning advice and solutions. Your role will involve...


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

    Job Summary:At Liberty Standard Bank Group 2, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and a passion for helping clients achieve their financial goals. In this role, you will be responsible for providing expert financial advice to clients, analyzing their financial...


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

    Unlock Your Potential as a Financial Adviser with Liberty Standard Bank Group 2Are you looking to take your career to the next level in a role that offers meaningful work and stability? Do you want to be part of an industry-leading organization that values its employees? As a Financial Adviser with Liberty Standard Bank Group 2, you'll have the opportunity...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Dante Personnel Full time

    Are you a motivated and ambitious individual looking to kickstart your career in deceased estate administration? We have an exciting opportunity for school leavers to join our team at Dante Personnel in Midrand. As a deceased estate administrator, you will be responsible for managing the administrative aspects of deceased estates, ensuring that all necessary...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Kerry Kopp Recruitment Full time

    Key Responsibilities• Prepare and present accurate monthly management accounts, profit/loss statements, and balance sheets to senior management.• Manage and reconcile general ledger accounts, bank accounts, and other financial records to ensure accuracy and compliance.• Develop and maintain internal controls related to financial processes to ensure the...