Financial Planner
3 weeks ago
At Liberty Standard Bank Group, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals.
Key Responsibilities:- Build relationships with clients and provide objective professional advice on their financial needs.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Stay up-to-date with industry trends and legislation, and provide clients with expert guidance.
- Provide excellent ongoing customer service to clients.
- Matric and SA ID number.
- Minimum of 2 years sales experience.
- RE Certificate (if you have more than 2 years experience in the industry).
- Own reliable car (non-negotiable).
- Valid drivers license.
- Clear credit and criminal record.
If you're a motivated and driven individual with a passion for finance, we'd love to hear from you. Please email your CV to janeen.jordaan@liberty.co.za to be considered for this exciting opportunity.
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