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Central Johannesburg: Financial / Wealth Advisor posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is an industry leader within the financial service industry, and we are looking to recruit experienced, qualified, and skilled Financial Advisors to join our team. We offer a unique opportunity for individuals who are passionate about delivering exceptional financial advice and building long-term relationships with clients.

Key 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

Requirements

  • At least two (2) years experience as a representative rendering Financial Advice and Intermediary services
  • 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

Qualifications

  • 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)

Salary & Benefits

To be discussed during the interview process and to be based on commission structure.

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 Johannesburg

When it comes to the accounting and finance sector in Johannesburg, South Africa, typically, this field is considered a stable and secure area for job seekers. The demand for skilled professionals in this space remains strong due to the country’s growing economy and increasing complexity of financial regulations. As a result, common job opportunities can be found across various industries.

In terms of salary expectations, it is generally true that accounting and finance professionals in Johannesburg can expect broad ranges that vary depending on factors such as experience, company size, industry sector, and specific role within the organisation. For example, entry-level positions may start at around R200 000 to R300 000 per annum, while senior roles can range from R500 000 to over R1 million per year, depending on individual qualifications, performance, and industry norms.

To succeed in this field, common skills are typically required, including strong technical knowledge of accounting principles, financial analysis, and problem-solving abilities. Soft skills such as communication, teamwork, and time management are also essential for professionals working in this space. Other valuable skills include proficiency in accounting software, data analysis, and business acumen. It’s worth noting that experience, particularly with reputable firms or industries like the technology sector, can significantly impact salary expectations.

The finance and accounting industry is diverse, with various sectors employing these roles, such as financial services, technology, manufacturing, and more. Financial services sector often employs accountants to assist with compliance and risk management, while the technology industry may require professionals to work on financial planning, budgeting, and forecasting.

For career development, it’s common for accounting and finance professionals to start in entry-level positions before moving into specialist roles or leadership positions within their organisation. Opportunities for advancement can also be found through professional certifications such as CA (South Africa) or CIMA (Chartered Institute of Management Accountants), which demonstrate expertise and commitment to the field. Additionally, many firms offer training and development programs that support career progression and specialisation in specific areas, such as audit, taxation, or financial planning.

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



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