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Rustenburg: Financial Planner posted by Liberty Standard Bank Group

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Job Description

About the Role

Liberty Standard Bank Group is seeking a skilled Financial Planner to join our dynamic team of professionals. As a leading insurance brand, we offer an opportunity to grow your career and make a meaningful impact on people’s lives. Our purpose-driven organization secures the future dreams, aspirations, and plans everyone has for themselves and their loved ones. We are looking for a talented individual who is passionate about delivering excellent service and achieving set targets.

Key Responsibilities

  • Conduct a financial needs analysis to determine client needs and provide appropriate financial advice
  • Create and advise on strategies for each client to help them reach their financial freedom
  • Adhere to compliance requirements in the sales process
  • Maintain excellent service delivery to each client
  • Ongoing client relationship and monitoring their financial portfolio
  • Keep informed of changes in legislation and other industry changes

Requirements

  • Strong networking and influencing skills
  • Decision-making skills
  • Target-driven
  • People-oriented
  • RE5 or Financial Advising qualification (an advantage)

Qualifications

  • National Senior Certificate Degree / Diploma (an advantage)
  • Criminal and Credit Clear Experience in Sales

Salary & Benefits

Above market-related commission-based income and large company benefits are offered to successful candidates.

How to Apply

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

About Accounting / Finance Jobs in Bojanala Platinum

When it comes to Accounting and Finance positions in Bojanala Platinum, South Africa, the job market is generally driven by the demands of the local economy. Typically, this sector requires professionals with expertise in financial management, budgeting, and auditing to oversee the financial health of various businesses.

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Generally speaking, Accounting and Finance roles in Bojanala Platinum can command salaries that range from R600 000 to R1 200 000 per annum, depending on factors such as experience, company size, and industry sector. For instance, entry-level positions may fall within the lower end of this spectrum, while senior roles or those held by professionals with extensive experience may reach towards the higher end. However, it’s essential to note that salaries can vary significantly based on individual circumstances.

Common skills required for Accounting and Finance roles in Bojanala Platinum include proficiency in financial software such as SAP or Oracle, experience with accounting standards like IFRS or GAAP, strong analytical and problem-solving skills, and excellent communication abilities. Other important qualifications often include a degree in accounting or finance, relevant work experience, and professional certifications like the Certified Public Accountant (CPA) designation.

The industry sectors that commonly employ Accounting and Finance professionals in Bojanala Platinum include financial services, technology, and manufacturing. These industries require professionals who can effectively manage financial data, identify trends, and make informed business decisions. Other sectors, such as mining and resources, may also require accounting expertise due to their complex financial operations.

In terms of career progression, Accounting and Finance professionals in Bojanala Platinum often have opportunities to advance into senior roles, such as Financial Controller or Director of Finance. With experience and further education, they may also transition into specialized fields like forensic accounting, financial planning, or investment analysis. Throughout their careers, these professionals can develop a range of skills, including leadership, strategic thinking, and risk management.

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



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