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Polokwane: 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. As a Financial Planner, you will play a critical role in helping 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 financial needs of customers through networking and relationship building
  • Provide advice and recommendations to customers on financial planning
  • Implement financial plans and solutions that meet customer needs
  • Generate leads through ongoing customer interaction

Requirements

  • Matric or tertiary qualification (beneficial but not necessary)
  • Drivers License
  • Vehicle

Qualifications

  • Tertiary qualification beneficial but not necessary
  • Matric (if applicable)
[DO NOT include a “How to Apply” section – this is added automatically]

How to Apply

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

About Accounting / Finance Jobs in Capricorn

In the Capricorn region of South Africa, the accounting and finance sector is a common industry, typically employing individuals with expertise in financial management, budgeting, and analysis. Generally, this field offers stable job prospects, with many companies requiring skilled professionals to manage their financial operations.

Typically, accounting and finance roles in Capricorn offer salaries that fall within broad ranges, often between R500 000 to R1 million per annum, depending on factors such as experience, company size, and industry sector. Commonly, senior positions may command higher salaries, while entry-level roles tend to be lower. However, it’s essential to note that actual salaries can vary significantly, with variations influenced by individual circumstances.

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Common skills required for accounting and finance roles in Capricorn include proficiency in financial software, such as Microsoft Excel or SAP, as well as strong analytical and problem-solving abilities. Additionally, excellent communication and interpersonal skills are often necessary for effective collaboration with colleagues and management. Typically, a degree in accounting or finance is also a common prerequisite for these roles, although some employers may consider candidates with relevant work experience.

Several industries commonly employ accounting and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. Generally, these sectors require skilled accountants to manage their financial operations, prepare budgets, and provide financial analysis.

For career development, it’s often beneficial for accounting and finance professionals in Capricorn to consider advancing through senior roles or transitioning into related fields, such as business management or entrepreneurship. Typically, senior accounting positions may involve overseeing departmental activities, while more advanced roles may require a postgraduate degree or professional certification.


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



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Posted in Jobs in Capricorn, Jobs in Limpopo Province, Jobs in Polokwane

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