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Gauteng: Financial / Wealth Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking an exceptional Financial / Wealth Planner to join our team. As a representative of Liberty, you will have the opportunity to advance your career within the leader of the financial services industry. Our structured training program will equip you with the skills and knowledge necessary to establish a successful and professional practice.

Key Responsibilities

  • Identify new business opportunities and develop and implement strategies
  • Manage individual and corporate relationships
  • Provide holistic financial planning advice to private and business clients by identifying their financial, investment, and lifestyle needs

Requirements

  • Matric is essential
  • Tertiary qualification is an advantage
  • Own vehicle and a valid drivers licence
  • Clear credit and criminal record
  • Good Network of potential clients

Qualifications

  • Matric
  • [If tertiary qualification is required, mention it here]
[Salary details will be discussed during the hiring process.]

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.

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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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