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Pretoria: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking Financial Planners to join our rapidly expanding wealth management salesforce with a reputation for excellence. We are committed to providing our clients with quality service and helping them achieve their personal financial goals. As a Financial Planner, you will have the skills and ability to build your own client base and invest in your current network.

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.
  • Completing financial needs analysis on clients
  • Reviewing and responding to clients’ changing needs and financial circumstances by creating and implementing an ongoing service plan.
  • Protecting, securing, and growing 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 identifying 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 for this role.

Salary & Benefits

Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

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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.

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.

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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.


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



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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

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Pretoria: Financial Planner posted by Liberty Standard Bank Group

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Job Description

Liberty is looking for entrepreneurs, with a soundtrack record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we have to make it our single aim to provide Financial Security to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to assist your clients to create wealth, join Liberty, a dynamic forward-thinking financial services company. Duties & Responsibilities At Liberty, weve been living our three Leadership Principles since 2020: But that was just the beginning. Success is a habit. Its following the same, proven behaviours, day in and day out, knowing that they will make us better every day as individuals, as a team and as a business. Through these habits, which lay the foundation for what we care about most, we can all live our common purpose and know exactly what behaviours will help us achieve our North Star. We created our Leadership Principles to deliver on our brand promise, We are in it with you. Now we will embed this promise through our actions. Our principles are not just words they are supported by specific behaviours. Matric, Tertiary qualification advantageous Valid driver’s license and your own vehicle Clear Credit and Criminal records A passion for people Ability to prospect and generate new business

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How to Apply

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

About Sales Jobs in Tshwane

In Tshwane, South Africa, the sales profession is an in-demand field across various industries. Typically, sales professionals in this region work in fast-paced environments, where they must possess strong communication and interpersonal skills to effectively engage with clients and close deals. Generally, a career in sales can be rewarding, offering opportunities for growth, development, and financial rewards.

The typical salary range for sales positions in Tshwane is broad and varies depending on factors such as experience, company size, industry sector, and performance. Broadly speaking, entry-level sales roles typically offer salary ranges between R200 000 to R400 000 per annum, while experienced sales professionals can earn salaries ranging from R500 000 to R1 million or more per year, depending on individual performance and the specific industry sector.

Common skills required for a successful career in sales include excellent communication and interpersonal skills, the ability to build rapport with clients, and strong negotiation and problem-solving abilities. Additionally, knowledge of market trends, product information, and industry dynamics is often essential. Other valuable skills include strategic thinking, adaptability, and the ability to work independently and as part of a team.

Sales roles are commonly found in various industries, including financial services sector, technology industry, manufacturing sector, and retail. In these sectors, sales professionals play a critical role in driving business growth, identifying new opportunities, and developing customer relationships.

For those interested in pursuing a career in sales, there are typically several career progression paths available. Typically, entry-level sales roles provide an opportunity to develop skills and gain experience before moving into more senior roles, such as team leader or account manager. With experience and additional training, sales professionals can progress to specialist roles, such as business development manager or sales director.

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



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Safe & secure application process

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Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Tshwane


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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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