Job Description
About the Role
Liberty Standard Bank Group is seeking highly motivated and experienced Financial Planners to join our dynamic team. As a leading insurance brand, we are committed to delivering exceptional service to our customers while providing opportunities for growth and development to our employees.
Key Responsibilities
- Create a client portfolio and build a professional practice under the Liberty Brand
- Conduct a financial needs analysis to determine your clients’ 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 their financial portfolio
- Keep informed of changes in legislations and other industry changes
Requirements
- National Senior Certificate Degree / Diploma (will be an advantage)
- Experience in Sales
- Strong Networking and Influencing skills
- Decision Making skills
- Target Driven
- People Orientated
- RE5 or Financial Advising qualification would be an advantage
- Professional Communicating skills
- FAIS compliant
- Time Management skills
Qualifications
- National Senior Certificate Degree / Diploma (will be an advantage)
Salary & Benefits
Above market related commission-based income and large company benefits, with various rewards and recognition for outstanding performance.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Gauteng
In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.
When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.
Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.
Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.
For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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