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Johannesburg: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking highly skilled and experienced Financial Planners to join our rapidly expanding wealth management salesforce. As a Financial Planner with Liberty, 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.

Key Responsibilities

  • Sourcing and meeting potential clients
  • Analyzing 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 are executed in a timely manner
  • Protecting, securing, and growing 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
  • Monitoring financial market trends to ensure that plans are effective and to identify any necessary updates

Requirements

  • Relevant tertiary qualifications in finance or a related field (RE5, NQF5, CFP, etc. will be beneficial but not essential)
  • Finance, Financial Planning, or Wealth Management experience
  • Customer-centric and results-driven personality
  • Professional Communication standards
  • Clear credit record with no criminal record
  • Valid driver’s license (compulsory) and own reliable transport (compulsory)

Salary & Benefits

The salary for this role is highly lucrative, with commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

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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.



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How to Apply

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

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Johannesburg: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking highly skilled and motivated Financial Planners / Advisors to join our dynamic team of Professionals. As a Financial Planner / Advisor with Liberty, you will play a vital role in securing the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for talented individuals who share our passion for delivering exceptional financial solutions and creating long-term relationships with our clients.

Key Responsibilities

  • Manage client portfolios and provide personalized financial advice
  • Conduct needs assessments and develop customized financial plans
  • Analyze market trends and recommend investment opportunities to clients
  • Build and maintain a network of professional contacts
  • Perform ongoing business development activities to expand our customer base
  • Collaborate with other departments to ensure seamless service delivery

Requirements

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

Qualifications

Matric

[No formal education mentioned]

Salary & Benefits

Salary will be determined based on individual performance, experience, and qualifications. Our comprehensive benefits package includes group benefits, attractive commission structure, and opportunities for career growth.

Note: I have kept all the original information intact while reformatting it according to the specified structure.

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  Cape Town Region: Financial Accountant – Kuils River / Cape Town posted by Service Solutions Staffing


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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Dress professionally for interviews, even if the company has a casual dress code.

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 Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

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Johannesburg: Financial Planner posted by Liberty Standard Bank Group

Advertisement



Job Description

About the Role

Liberty Standard Bank Group is seeking Financial Planners / Advisors to join our dynamic team of professionals. As a leading insurance brand, we are recognized for delivering on our promise to be every customer’s most trusted Insurance partner. We secure the future dreams, aspirations, and plans everyone has for themselves and their loved ones. We are looking for like-minded individuals who share our passion for people and sales.

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.

Requirements

  • Strong Networking and Influencing skills
  • Decision Making skills
  • Target Driven
  • People Orientated
  • RE5 or Financial Advising qualification would be an advantage (if applicable)
  • Professional Communicating skills
  • FAIS compliant
  • Time Management skills

Qualifications

  • National Senior Certificate Degree / Diploma will be an advantage
  • Criminal and Credit Clear Experience in Sales

Salary & Benefits

Above market related commission-based income and large company benefits.

How to Apply

If you’re passionate about people, insurance, and sales, we’d love to hear from you! Please submit your application with your resume and a cover letter explaining why you’re the ideal candidate for this role.

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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.

View Job  Springs: Marketing and Sales Manager – Strata Control Products posted by Telebest


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



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




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


Job Seeker Tip

Consider temporary or contract work to gain experience and potentially convert to permanent roles.

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 Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

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