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Ekurhuleni: Financial Planner posted by Liberty Standard Bank Group

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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.

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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.

View Job  Elandsfontein: Credit Manager


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



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How to Apply

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Ekurhuleni: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking a highly motivated and experienced Financial Planner to join our rapidly expanding wealth management salesforce. As a Financial Planner with us, you will have the opportunity to build your own client base, invest in your current network, and provide quality service to clients to help them achieve their personal financial goals. With a reputation for excellence, we are committed to helping our clients succeed.

Key Responsibilities

  • Sourcing and meeting potential clients
  • Analyse financial information obtained from clients to determine strategies, design products, and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
  • Completing financial needs analysis on clients
  • Reviewing and responding to clients’ changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed
  • Protect, secure, and grow clients’ wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning
  • Providing investment opportunities across a broad spectrum of regulated products
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates

Requirements

  • Relevant tertiary qualifications (Financial Planning Qualifications such as RE5, NQF5, CFP, etc. will be beneficial, but not essential)
  • Finance, Financial planning, or Wealth Management experience
  • Customer-centric & results-driven personality
  • Clear credit record, with no criminal record
  • Valid driver’s license (compulsory)
  • Own reliable transport (compulsory)

Salary & Benefits

Note: The original job posting mentions “Highly lucrative commission-only earnings” and other benefits.

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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 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.

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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.



GO APPLY NOW

Safe & secure application process

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Enter your WhatsApp number (e.g., +27740908132)
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Use the STAR method (Situation, Task, Action, Result) when answering behavioral interview questions.

How to Apply

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Follow their instructions carefully.

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Ekurhuleni: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

We are seeking a talented Financial Planner / Advisor to join our dynamic team at Liberty Standard Bank Group. As part of our mission to secure the future dreams, aspirations, and plans of everyone, we’re looking for individuals who share our purpose and values. Join us in driving great potential, growth, and recognition for performance and excellent achievements.

Key Responsibilities

  • Manage client relationships and provide expert financial planning advice
  • Conduct needs assessments and develop personalized financial plans
  • Develop and maintain a network of clients and business connections
  • Meet sales targets and contribute to the growth of our insurance and wealth business
  • Provide ongoing support and guidance to clients throughout their financial journey

Requirements

  • Relevant tertiary qualification (an advantage)
  • Valid Driver’s Licence
  • Laptop
  • Credit and Criminal clear record
  • Entrepreneurial mind-set
  • Established network of clients and ability to prospect for new business

Qualifications

  • Matric

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.

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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.

View Job  Ekurhuleni: Become a Liberty Financial Advisor posted by Liberty Standard Bank Group


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



GO APPLY NOW

Safe & secure application process

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Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Ekurhuleni, Gauteng


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Follow up your job application with a polite email if you haven't heard back within a week.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Posted in Jobs in Ekurhuleni, Jobs in Gauteng, Jobs in South Africa

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Ekurhuleni: Financial Planner posted by Liberty Standard Bank Group

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Job Description

Being a Liberty Financial advisor, you have the freedom and flexibility to plan you own day, so you have time for Family, Travel, and most importantly make a difference in peoples lives daily. If you are a sales driven individual and this appeals to you, contact me on Financial Advisors are sales driven professionals with a passion for prospecting, advising clients on their financial goals with a specific focus on their Risk covers, Investments, Estates Planning ect This long-term career opportunity is ideal for a sales driven individual to establish and build a practice under the Liberty banner Aswell as growing their own portfolio of clients. To be successful as a Financial Advisor at Liberty, you will require the following: Valid drivers license (compulsory) Reliable vehicle (compulsory) Grade 12(compulsory) – PGDip Financial Planning/CFP® will be considered advantageous, but not a requirement Has a network in which they can attract and source both individual and corporate clients Experience and a track record in high performance sales environments Strong sales, interpersonal and business development skills and acumen Needs to be a team player with the ability to function independently Even if you do not have industry experience, our comprehensive training program and on-going mentoring, will provide you with the knowledge and skills to be successful. Should you not receive a reply from us within a week from the date of applying, please consider your application as unsuccessful. If this resonates with you send your cv to

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About Sales Jobs in Gauteng

The sales industry in Gauteng, South Africa is a dynamic and competitive field, with various sectors driving demand for skilled professionals. Generally, the job market trend in this region indicates a steady growth in sales-related positions, driven by the increasing importance of businesses in South Africa’s economy.

Typically, sales roles in Gauteng offer a broad salary range, which can vary widely depending on factors such as level of experience, company size, and industry sector. For example, entry-level sales positions may start at around R200 000 to R400 000 per annum, while senior sales professionals or those working in large corporations can earn upwards of R800 000 to R1 500 000 per year. However, it’s essential to note that these figures are general estimates and actual salaries can differ significantly depending on individual circumstances.

Common skills required for a successful sales career in Gauteng include excellent communication and interpersonal skills, the ability to build strong relationships with customers and colleagues, negotiation and closing techniques, product knowledge and industry insights, and proficiency in CRM software and other sales tools. Additionally, many sales professionals in this region possess a degree or diploma in business, marketing, or related fields.

Sales roles can be found across various industry sectors, including financial services sector, technology industry, manufacturing sector, and more. These industries often require sales professionals to have a deep understanding of their respective markets and customers, as well as the ability to adapt to changing market conditions.

For those looking to pursue a career in sales, there are typically several opportunities for professional development and growth. Many companies offer training programs, mentorship schemes, and performance-based bonuses, which can help sales professionals advance their careers and increase their earning potential. Additionally, certifications such as the Certified Sales Professional (CSP) or the Advanced Sales Certification (ASC) can demonstrate a commitment to excellence and enhance job prospects.

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



GO APPLY NOW

Safe & secure application process

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Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Ekurhuleni, Gauteng


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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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