Current jobs related to Financial Planner - Krugersdorp, Gauteng - Liberty Standard Bank Group

  • Conference Planner

    1 month ago

    Krugersdorp, Gauteng, South Africa beBee Professionals Full time

    Event Manager Job DescriptionWe are seeking an experienced Event Manager to lead the planning, coordination, and execution of events for beBee Professionals in Krugersdorp.Key Responsibilities:Plan and coordinate conferences, meetings, exhibitions, and other special eventsDevelop and manage event budgets and financial plansManage multiple projects...

  • Insurance Sales Representative

    2 weeks ago

    Krugersdorp, Gauteng, South Africa Liberty Standard Bank Group Full time

    About the Role:This exciting opportunity enables a driven and ambitious individual to become a trained Financial Planner at Liberty Standard Bank Group.Key Responsibilities:Determine clients' financial needs and develop tailored solutions.Assess clients' expenses, income, insurance coverage, and financial objectives.Provide expert advice on insurance...

  • Senior Event Planner

    4 weeks ago

    Krugersdorp, Gauteng, South Africa beBee Professionals Full time

    Event Manager Position at beBee ProfessionalsWe are looking for a seasoned Event Manager to lead the planning, execution, and evaluation of events, including conferences, meetings, exhibitions, and other special events. The successful candidate will have a strong background in event management, excellent communication and organizational skills, and the...

Financial Planner

2 months ago

Krugersdorp, Gauteng, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Planner

At Liberty Standard Bank Group, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a crucial role in shaping the financial futures of our clients.

Key Responsibilities:
  • Client Needs Assessment: Understand clients' financial objectives, goals, and risk tolerance to provide tailored advice.
  • Financial Planning: Determine clients' expenses, income, insurance coverage, and financial data to create comprehensive financial plans.
  • Investment Planning: Advise clients on investment opportunities, cash management, and other areas to help them reach their financial goals.
  • Portfolio Management: Regularly review and update clients' portfolios to ensure alignment with their financial objectives.
  • Client Relationship Management: Build and maintain strong relationships with clients to understand their evolving financial needs.

Requirements:

  • Matric qualification
  • 2 years of sales experience
  • RE 5 qualification (FAIS qualification an added advantage)
  • Own car and driver's license
  • Laptop and network of clients

About Us:

Liberty Standard Bank Group has been a trusted partner for our clients for over 60 years. We're committed to helping our clients achieve their financial goals through expert advice and tailored solutions.