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Pretoria: Experienced Wealth Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking an experienced and client-centric Wealth Planner to join our team in Pretoria. As a key member of our wealth management division, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, while also building your own practice within the Liberty banner.

Key Responsibilities

  • Manage pipeline and workflow to acquire and retain clients
  • Provide excellent service to new and existing clients
  • Be involved with comprehensive wealth and financial planning
  • Ensure that you adhere to client mandates and compliance requirements
  • Meet with clients and review their portfolios
  • Proactively respond to clients changing needs and financial circumstances
  • Build the profile of the Wealth business and network with clients and industry experts

Requirements

  • Qualified Financial Planner – Certified Financial Planner (CFP)
  • Strong experience in Wealth Management and Financial planning
  • Good knowledge of Investment and Insurance products

Qualifications

  • Completed Matric or equivalent qualifications
  • [No formal education mentioned, SKIP this entire section]

Salary & Benefits

[Salary information not specified in original job description – SKIP this entire section]

How to Apply

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

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

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When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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



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