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Pietermaritzburg: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Join a forward-thinking financial services firm that rewards performance and supports your success. We are seeking a skilled Financial Planner to help our customers achieve their lifetime goals by identifying their financial needs, providing advice, recommending and implementing fit for purpose financial plans and solutions.

Key Responsibilities

  • Identify clients’ financial needs and provide advice
  • Recommend and implement financial plans and solutions
  • Generate leads through networking and relationship building
  • Provide ongoing customer interaction

Requirements

  • Matric or tertiary qualification (tertiary qualification beneficial but not necessary)
  • Valid drivers license and vehicle for work-related travel
  • Ability to generate leads through networking and relationship building

Qualifications

  • Tertiary qualification in a relevant field

Salary & Benefits

Uncapped earning potential, proven systems and support

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.

View Job  Johannesburg: Accountant

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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View Job  Centurion: Accountant

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