Job Description
About the Role
Join our team as a Financial Adviser in training and embark on a comprehensive journey to enhance your career. Liberty Standard Bank Group 2 offers a unique opportunity for growth, providing technical, sales, and soft skills training to position you for success.
Key Responsibilities
- Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision)
- Complete required training and assignments
- Obtain mandatory industry licenses within prescribed timeframes
- Master assessments and meet minimum performance and production standards
- Meet production targets that impact overall company revenue goals
- Demonstrate proficiency in the use of Liberty tools and systems
- Develop a book of business consistent with Liberty’s standards
- Provide a high level of client service
- Manage the full scope of a client relationship by evaluating clients’ financial needs, investment opportunities, and insurance needs
- Develop client pipeline by prospecting, networking, engaging in initiatives
- Recommend financial solutions based on client needs
- Seek expertise in internal resources to identify opportunities and solutions for clients
- Maintain appropriate record-keeping and supervision files
- Stay abreast of products, industry rules and regulations, and financial planning
- Perform other duties and responsibilities as assigned
Requirements
- Completed matric-related qualification in marketing, business, law, economics, investments, risk management etc
- Own Laptop
- At least 1 year sales experience (advantageous)
- Clear Credit rating
- No Criminal record
Qualifications
No formal education or certifications required.
Salary & Benefits
Not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in eThekwini
The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.
Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.
Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.
Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.
Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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