Job Description
About the Role
Liberty Standard Bank Group is seeking Financial Advisors/Wealth Planners to join our rapidly expanding wealth management salesforce with a reputation for excellence. As a key member of our team, you will have the opportunity to build your own client base and invest in your current network, while receiving the skills and ability to provide quality service to clients.
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 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.
- Monitoring financial market trends to ensure that plans are effective, and to identify any necessary updates.
Requirements
- Tertiary Qualifications: Relevant tertiary qualifications will be highly desirable.
- Financial Planning Qualifications: RE5, NQF5, CFP, etc. will be beneficial, but not essential.
- Experience: Finance, Financial planning, or Wealth Management experience.
- Personality: Customer-centric & results driven.
- Professional Communication standards
- Clear credit record, with no criminal record.
- Valid drivers license (compulsory).
- Own reliable transport (compulsory).
Qualifications
No formal education/certifications are required.
Salary & Benefits
Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.
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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