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Pretoria: Wealth Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking an exceptional Financial Advisor / Wealth Planner to represent our brand and provide holistic financial planning advice to private and business clients. As a representative of Liberty, you will be part of the leader in the financial services industry and have the opportunity to advance your career through our structured, proactive training programme.

Key Responsibilities

  • Identify new business opportunities and develop and implement strategies
  • Manage individual and corporate relationships
  • Provide holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs

Requirements

  • Matric is essential
  • A Tertiary qualification is an advantage
  • Own vehicle and a valid drivers licence
  • Clear credit and criminal record
  • Good Network of potential clients

Qualifications

  • Completed Matric
  • [If applicable] Completed Tertiary qualification (please specify)

Salary & Benefits

[Not specified in the original job description] [DO NOT include any additional information not present in the original job posting.]

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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