Financial Planning Consultant

1 month ago


Sandton, South Africa Liberty Standard Bank Group 2 Full time

At Liberty Standard Bank Group 2, we are seeking a skilled Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will play a crucial role in helping clients create wealth and secure their financial futures.

About Us

We believe in empowering individuals to achieve their goals through tailored financial solutions. Our comprehensive training program and ongoing mentorship will equip you with the knowledge and skills necessary to excel in this role.

Salary and Benefits

The estimated salary for this position is R250,000 - R400,000 per annum, depending on experience and qualifications. We offer a competitive benefits package, including medical aid, retirement fund, and life insurance.

Job Description

As a Financial Planning Consultant, your key responsibilities will include:

  • Partnering with clients to understand their financial objectives and creating personalized financial plans to achieve them.
  • Conducting thorough financial assessments and providing expert advice on investments, insurance, and retirement planning.
  • BUILDING and maintaining relationships with clients through exceptional customer service and communication.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A valid drivers' license and reliable transportation.
  • Exceptional interpersonal and sales skills, with the ability to work independently and as part of a team.
  • Entrepreneurial mindset and ability to prospect for new business opportunities.
  • Effective time management and organizational skills, with the ability to meet deadlines and targets.

We welcome applicants from diverse backgrounds who are passionate about delivering exceptional results and making a meaningful impact in the lives of our clients.



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