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Bloemfontein: Financial Adviser posted by Liberty Standard Bank Group 2

Job Description

About the Role

Join our team at Liberty Standard Bank Group 2 as a Financial Adviser in training and embark on an opportunity to enhance your career. We offer comprehensive training that takes a holistic approach, incorporating technical, sales, and soft skills training to fully position you for success.

Key Responsibilities

  • Complete required training and assignments under supervision
  • 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)

Qualifications

  • None mentioned

Salary & Benefits

  • Not specified

How to Apply

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

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About Accounting / Finance Jobs in Mangaung

Mangaung, South Africa is home to a diverse range of industries, with accounting and finance roles playing a crucial part in many sectors. Typically, companies in Mangaung are seeking accountants and finance professionals who can provide expert financial management, planning, and analysis services. Generally, the demand for skilled accounting and finance talent remains high in this region.

In terms of compensation, salaries for accounting and finance positions in Mangaung often fall within broad ranges. For example, a Chartered Accountant (CA) with 3-5 years of experience may expect to earn between R400,000 and R600,000 per annum, depending on the company size, industry sector, and level of expertise. Typically, senior roles or those in large corporations can command higher salaries, often ranging from R800,000 to R1,200,000 per annum. However, these figures are only a general guide and may vary significantly depending on individual circumstances.

Common skills for accounting and finance roles in Mangaung include proficiency in financial software such as SAP or Excel, strong analytical and problem-solving abilities, attention to detail, effective communication and interpersonal skills, and a basic understanding of taxation laws and regulations. Typically, employers also look for candidates with a degree in Accounting (BCom or BAcc) or Financial Management and relevant professional qualifications like the CA (South Africa) designation.

Many industries commonly employ accountants and finance professionals, including financial services sector companies, technology industry firms, manufacturing sector organisations, and government entities. Often, these roles involve providing expert financial management, budgeting, and forecasting services to support business growth and strategic decision-making.

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In terms of career development, accounting and finance professionals in Mangaung often have opportunities for advancement within their current organisation or transition into leadership roles in related fields like business consulting or risk management. Typically, with 5-10 years of experience, individuals can expect to take on more senior roles or assume specialisation areas such as tax or financial planning.


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



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How to Apply

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Bloemfontein: Financial Adviser posted by Liberty Standard Bank Group 2

Job Description

About the Role

As a Financial Adviser at Liberty Standard Bank Group 2, you will play a crucial role in helping clients achieve financial security and reach their long-term goals. You will work closely with clients to understand their financial needs, develop tailored financial strategies, and provide ongoing support and advice.

Key Responsibilities

  • Assessing Client Financial Needs
  • Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.
  • Developing Financial Plans
  • Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement.
  • Investment Guidance
  • Recommending investment opportunities that suit clients’ risk profiles and financial objectives, while explaining potential risks and returns.
  • Monitoring Financial Portfolios
  • Regularly reviewing and adjusting clients’ portfolios to respond to changes in financial markets, economic conditions, or clients’ circumstances.
  • Providing Education and Advice
  • Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.
  • Maintaining Compliance
  • Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.
  • Building Long-term Client Relationships
  • Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients’ evolving needs.
  • Conducting Market Research
  • Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.
  • Risk Management and Insurance Planning
  • Advising on insurance options and risk mitigation strategies to protect clients’ assets and ensure financial security.
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Requirements

  • Own laptop
  • Clear credit record
  • Clear criminal record
  • Laptop
  • Vehicle/access to a vehicle
  • Industry experience (advantageous)
  • Skills:
  • Honesty and integrity
  • Excellent communication skills
  • Strong network/social contact
  • Strong presentation skills
  • Analytical thought process
  • Previous sales track record (advantageous)

Qualifications

Matric (essential)

Degree (preferable)

Regulatory Exam (RE Exam) (highly advantageous)

Salary & Benefits

Flexible working hours

Training and development (product, systems, and sales)

Competitive commission based on achieving set sales targets (your effort matches your remuneration)

Opportunity to join a well-established, reputable brand

How to Apply

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

About Accounting / Finance Jobs in Mangaung

Mangaung, South Africa is home to a diverse range of industries, with accounting and finance roles playing a crucial part in many sectors. Typically, companies in Mangaung are seeking accountants and finance professionals who can provide expert financial management, planning, and analysis services. Generally, the demand for skilled accounting and finance talent remains high in this region.

In terms of compensation, salaries for accounting and finance positions in Mangaung often fall within broad ranges. For example, a Chartered Accountant (CA) with 3-5 years of experience may expect to earn between R400,000 and R600,000 per annum, depending on the company size, industry sector, and level of expertise. Typically, senior roles or those in large corporations can command higher salaries, often ranging from R800,000 to R1,200,000 per annum. However, these figures are only a general guide and may vary significantly depending on individual circumstances.

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Common skills for accounting and finance roles in Mangaung include proficiency in financial software such as SAP or Excel, strong analytical and problem-solving abilities, attention to detail, effective communication and interpersonal skills, and a basic understanding of taxation laws and regulations. Typically, employers also look for candidates with a degree in Accounting (BCom or BAcc) or Financial Management and relevant professional qualifications like the CA (South Africa) designation.

Many industries commonly employ accountants and finance professionals, including financial services sector companies, technology industry firms, manufacturing sector organisations, and government entities. Often, these roles involve providing expert financial management, budgeting, and forecasting services to support business growth and strategic decision-making.

In terms of career development, accounting and finance professionals in Mangaung often have opportunities for advancement within their current organisation or transition into leadership roles in related fields like business consulting or risk management. Typically, with 5-10 years of experience, individuals can expect to take on more senior roles or assume specialisation areas such as tax or financial planning.


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



GO APPLY NOW

Safe & secure application process


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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.

Latest Job Opportunities

[sa_latest_jobs count=”6″ columns=”2″]

Browse Employers

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Share this to someone who needs a job:
Posted in Jobs in Bloemfontein, Jobs in Bloemfontein Area, Jobs in Mangaung

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