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Pretoria: Financial / Wealth Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors to join our team.

Key Responsibilities

• Prospecting and closing of new business

• Networking to obtain new clients

• Advising clients on what is needed to meet their financial goals

• Maintaining of existing business and servicing existing clients

• Developing and presenting financial planning recommendations

Requirements

• Successfully completed the Class of Business exam

• Successfully completed the Regulatory Exam for representatives (RE5) exam

• Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)

• Currently registered with the Financial Sector Conduct Authority as a full representative

• Must be computer literate

• Must have excellent negotiation and presentation skills and possess the ability to realise deals

Qualifications

• Matric

• Successfully completed the Regulatory Exam for representatives (RE5) exam

• Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)

Salary & Benefits

To be discussed during the interview process and to be based on commission structure.

How to Apply

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

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

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When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

View Job  Pretoria: PLC Programmer posted by Profile Personnel


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



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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Pretoria: Financial / Wealth Planner posted by Liberty Standard Bank Group

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Job Description

Financial Adviser Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism, and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

View Job  Centurion: Financial / Wealth Planner posted by Liberty Standard Bank Group

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Tshwane


Job Seeker Tip

Create a professional email address for job hunting - avoid nicknames or casual addresses.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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