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Cape Town Region: Financial Planner – Cape Town posted by Liberty Standard Bank Group

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Job Description

About the Role

Join our championship team as a Financial Planner in Cape Town! As a key member of our Liberty Standard Bank Group, you will have the opportunity to guide clients through every step of their life-long financial journey, adapting to changing needs and helping them maintain and grow their finances.

Key Responsibilities

  • Complete required program 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 pipelines by prospecting, networking, and engaging in initiatives
  • Recommend financial solutions based on client needs

Requirements

  • Completed post-matric finance-related qualification in marketing, business, law, economics, investments, risk management, etc.
  • Own laptop (Windows 7 professional)
  • Clear credit rating
  • No criminal record
  • Own vehicle and drivers license

Qualifications

  • Formal education/certifications not specified

Salary & Benefits

  • R10000.00 start-up stipend (new to industry only)
  • 70% Uncapped commission
  • Corporate benefits including medical aid
  • Professional accredited training and development

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 Western Cape

In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.

Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.

These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.

Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.

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



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