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Financial Planner

2 months ago

East Rand, 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 expand our wealth management salesforce and empower talented individuals to succeed. As a Financial Planner, you'll play a vital role in helping our clients achieve their financial goals and build a secure future.

Key Responsibilities:
  • Sourcing and meeting potential clients to understand their financial needs and goals
  • Analyzing financial information to develop tailored strategies and recommend solutions for personal wealth portfolios, retirement planning, insurance, and estate planning
  • Completing financial needs analysis and creating ongoing service plans to ensure client portfolios are regularly monitored and updated
  • Providing expert financial advice, retirement planning, estate planning, and tax planning to protect and grow clients' wealth
  • Monitoring financial market trends to ensure plans are effective and identifying necessary updates
Requirements:
  • Tertiary qualifications in finance, financial planning, or a related field
  • Relevant experience in finance, financial planning, or wealth management
  • Customer-centric and results-driven personality
  • Professional communication standards and a clear credit record
  • Valid driver's license and reliable transportation
What We Offer:
  • Excellent performance-linked earning potential
  • The best training in wealth management working alongside financial experts
  • The opportunity to attain official financial planning & services qualifications
  • Utilize established support tools & services of an international business