Job Description
About the Role
Liberty Standard Bank Group is seeking a highly motivated Financial Advisor to join our dynamic team of Professionals. As a Financial Planner/Advisor, you will be responsible for creating a client portfolio and building a professional practice under the Liberty Brand. You will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their financial goals.
Key Responsibilities
- Create a client portfolio and build a professional practice under the Liberty Brand
- Conduct a financial needs analysis to determine client needs and provide appropriate financial advice
- Create and advise on strategies for each client to help them reach their financial freedom
- Adhere to compliance requirements in the sales process
- Achieve set targets on production and quality of business
- Maintain excellent service delivery to each client
- Ongoing client relationship and monitoring of their financial portfolio
- Stay informed of changes in legislation and industry developments
Requirements
- National Senior Certificate Degree/Diploma (advantageous)
- Criminal and Credit Clear record
- Experience in Sales
- Strong Networking and Influencing skills
- Decision Making skills
- Target Driven
- People Orientated
- RE5 or Financial Advising qualification (advantageous)
- Professional Communicating skills
- FAIS compliant
- Time Management skills
Qualifications
- None mentioned
Salary & Benefits
- Above market related commission-based income
- Large company benefits
- Various Business Initiatives Group benefits
- Great working environment
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in ZA
In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.
When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.
Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.
The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.
For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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