Job Description
About the Role
Liberty Standard Bank Group, an industry leader in the financial service industry, is recruiting a highly skilled Financial/Wealth Advisor to join our team. We are seeking an experienced professional with a passion for delivering exceptional customer service and expert financial advice.
Key Responsibilities
- Prospecting and closing of new business
- Networking to obtain new clients
- Advising clients on what is needed to meet their financial goals
- Maintaining of existing business and servicing existing clients
- Developing and presenting financial planning recommendations
- Maintain and adhere to providing a holistic approach to financial advice
- Establishing and defining a professional relationship with clients
- Doing Financial Needs Analysis daily to give quality advise
- Analysing and evaluating of financial information
- Staying connected with clients constantly and providing services as clients enter different stages of their lives
- Setting up meetings to see clients
Requirements
- At least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services
- Successfully completed the Class of Business exam
- Successfully completed the Regulatory Exam for representatives (RE5) exam
- Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
- Currently registered with the Financial Sector Conduct Authority as a full representative
- Must be computer literate
- Must have excellent negotiation and presentation skills and possess the ability to realise deals
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport
Qualifications
- Matric
- Successfully completed the Class of Business exam
- Successfully completed the Regulatory Exam for representatives (RE5) exam
- Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
- Currently registered with the Financial Sector Conduct Authority as a full representative
Salary & Benefits
To be discussed during the interview process and to be based on commission structure.
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.
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.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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