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Pietermaritzburg: Financial Adviser posted by Liberty Standard Bank Group 2

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Job Description

About the Role

Join Liberty Standard Bank Group 2 as a Financial Adviser in training and embark on an opportunity aimed at enhancing your career. Our comprehensive training program takes a holistic approach, incorporating technical, sales, and soft skills training to fully position you for success.

Key Responsibilities

  • Complete required training and assignments
  • Obtain mandatory industry licenses within prescribed timeframes
  • Master assessments
  • Meet minimum performance and production standards
  • Demonstrate proficiency in the use of Liberty tools and systems
  • Develop a book of business consistent with Liberty’s standards
  • Provide a high level of client service
  • Manage the full scope of a client relationship by evaluating clients’ financial needs, investment opportunities, and insurance needs
  • Develop client pipeline by prospecting, networking, and engaging in initiatives
  • Recommend financial solutions based on client needs
  • Seek expertise in internal resources to identify opportunities and solutions for clients
  • Maintain appropriate record-keeping and supervision files

Requirements

  • Completed matric-related qualifications in marketing, business, law, economics, investments, risk management etc
  • Own Laptop
  • At least 1 year of sales experience (advantageous)
  • Clear Credit rating
  • No Criminal record
  • Laptop
  • Vehicle/access to a vehicle

Salary & Benefits

Not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Msunduzi

In the accounting and finance sector of Msunduzi, South Africa, the job market is generally stable with a steady demand for skilled professionals. This is often driven by the growth of various industries such as financial services, technology, and manufacturing, which require robust financial management and planning systems. As a result, individuals with strong accounting and finance skills are in high demand.

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Typically, salaries for accounting and finance roles in Msunduzi fall within broad ranges, such as R400 000 to R600 000 per annum, depending on factors like experience, company size, and industry sector. It’s essential to note that actual salaries can vary significantly due to these factors, and it’s crucial to research the specific market requirements for your desired role. Additionally, bonuses, benefits, and other perks may also impact the total remuneration package.

Common skills required for accounting and finance roles include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, attention to detail, effective communication, project management skills, and knowledge of tax laws and regulations. Generally, having a degree in accounting or finance is essential, but relevant experience and certifications can also be beneficial.

Various industries commonly employ accounting and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. These roles often involve managing financial planning, budgeting, forecasting, and reporting for businesses or government entities.

In terms of career development, individuals in accounting and finance often progress to senior roles such as manager or director, where they oversee teams, develop business strategies, and drive revenue growth. Opportunities for advancement may also arise through specialisation in areas like audit, taxation, or financial planning. Furthermore, professional certifications like the Certified Public Accountant (CPA) designation can enhance career prospects and provide a competitive edge in the job market.


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



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