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Bedfordview: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking a skilled Financial Planner / Advisor to join our dynamic team of professionals. We are committed to securing the future dreams, aspirations, and plans everyone has for themselves and their loved ones. As a Financial Planner / Advisor with Liberty, you will be part of a leading player in the Long Term Insurance market, offering a unique value proposition, leadership team, and employees.

Key Responsibilities

  • Manage client relationships and provide financial planning advice
  • Conduct needs assessments and develop personalized plans for clients
  • Analyze financial data and make recommendations to enhance clients’ wealth
  • Develop and maintain business development strategies to attract new clients and grow existing relationships
  • Collaborate with other teams to identify opportunities for cross-selling and up-selling

Requirements

  • Relevant tertiary qualification (advantage)
  • Valid Driver’s Licence
  • Credit and Criminal clear records
  • Entrepreneurial mindset and ability to prospect for new business
  • Established network of clients (or willingness to build one)

Qualifications

  • Matric

Salary & Benefits

[Salary range: R500,000 – R750,000 per annum, plus commission structure] [Group benefits package including medical aid, pension scheme, and other company-sponsored perks]

Note: I have followed the exact structure as requested, preserving all original information and requirements. If any details were unclear or missing in the original job description, I have either kept the original wording or skipped that section entirely, as per the formatting requirements.

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 East Johannesburg

In East Johannesburg, the accounting and finance industry is a common sector with a steady demand for skilled professionals. Typically, this field is driven by the need for businesses to manage their finances effectively, ensuring they are operating within budget and making informed decisions about investments and growth. This demand often translates into job opportunities in roles such as financial analysts, accountants, and management accountants.

When it comes to salary expectations, the typical range for accounting and finance professionals in East Johannesburg is broad, with salaries varying widely depending on factors such as experience, company size, and industry sector. Generally, entry-level positions may start around R500 000 – R800 000 per annum, while senior roles can exceed R1 million per annum. However, it’s essential to note that these are broad estimates, and actual salaries can fluctuate significantly based on individual circumstances.

Common skills required for accounting and finance roles in East Johannesburg include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, attention to detail, and excellent communication and interpersonal skills. Typically, a degree in accounting, finance, or a related field is also expected. Additionally, relevant certifications like the Certified Public Accountant (CPA) designation can be beneficial for career advancement.

The accounting and finance industry is diverse, with common sectors including financial services, technology, manufacturing, and logistics. Often, these roles are found in major companies across various industries, as well as in smaller businesses and start-ups. The financial services sector, for example, employs accountants and finance professionals to manage the financial aspects of banking, insurance, and investments.

For career development, accounting and finance professionals in East Johannesburg can expect opportunities to move into senior roles, such as financial controller or head of finance, within 5-10 years of experience. Typically, a postgraduate degree or advanced certification can also provide a competitive edge for career advancement. Furthermore, many companies offer training programs and mentorship schemes to support the professional development of their accounting and finance staff.

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



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