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Cape Town Region: Wealth Planner – Cape Town posted by Liberty Standard Bank Group

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Job Description

About the Role

Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals.

Key Responsibilities

  • Meet with prospective clients
  • Implement solutions with new clients
  • Review plans with existing clients
  • Help clients make more informed financial decisions
  • Plan retirement strategies
  • Create estate planning documents
  • Advise on investments

Requirements

  • Tertiary education in law, economics, finance, entrepreneurship or similar
  • Matric certificate essential
  • Clear criminal and credit record
  • Valid drivers license and vehicle
  • Strong interpersonal and analytical skills
  • Aptitude for sales and marketing and a solid network

Qualifications

  • Completed tertiary education in law, economics, finance, entrepreneurship or similar
  • Certified Financial Planner (CFP) certification an asset

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Western Cape

In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.

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Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.

These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.

Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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