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. As a Financial Advisor with Liberty, you will play a critical role in delivering exceptional financial advice and services to our 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
- Analysing and evaluating of financial information
- Staying connected with clients constantly and providing services as clients enter different stages of their lives
- Setting up meetings to see clients
Requirements
- At least 2 or more years experience as a representative rendering Financial Advice and Intermediary services
- Matric
- 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)
- 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
- Own transport
Qualifications
- Formally educated Matric
- 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.
About Accounting / Finance Jobs in South Africa
In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.
Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.
Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.
Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.
Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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