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Johannesburg: Financial / Wealth Advisor 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, and we are looking to recruit experienced, qualified, and skilled Financial Advisors to join our team. As a Financial Advisor with Liberty Standard Bank Group, you will play a crucial role in delivering exceptional client experience and driving business growth.

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
  • Maintain and adhere to providing a holistic approach to financial advice
  • Establishing and defining a professional relationship with clients
  • Doing Financial Needs Analysis daily to give quality advise
  • Analysing and evaluating of financial information
  • Staying connected with clients constantly and providing services as clients enter different stages of their lives
  • Setting up meetings to see clients

Requirements

  • At least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services
  • 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
  • Must have high initiative and entrepreneurial skills and must be able to work independently
  • Own transport

Qualifications

  • Matric
  • 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)
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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 Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


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



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