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

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Job Description

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and 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 · 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) · 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 Inherent requirements and skills applicable to this vacancy · Excellent analytical skills · Excellent communication skills · A sound understanding of various financial policies, products and portfolios · Passionate about customer care · Ability to work independently · Attention to detail · Innovative, outgoing and a dynamic persona Package & Remuneration To be discussed during the interview process and to be based on commission structure.

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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.

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.

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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.


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



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