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South Africa: Financial Planner – East London posted by Liberty Standard Bank Group

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Job Description

About the Role

We are seeking a talented Financial Planner to join our team in East London, where you will have the opportunity to make a lasting impact on clients’ financial lives. As a visionary professional, you will be driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans.

Key Responsibilities

  • Client Consultation & Assessment: Meet with clients to understand their financial objectives and current situations.
  • Financial Planning: Develop personalized financial strategies to meet clients’ unique needs, including retirement planning, investment management, tax planning, and risk management.
  • Investment Advice: Guide clients on investment opportunities based on risk tolerance, objectives, and market trends.
  • Ongoing Relationship Management: Build and maintain long-term relationships with clients, conducting regular reviews to adjust strategies as life and market conditions change.
  • Compliance and Ethical Standards: Adhere to regulatory and ethical standards to ensure trust and transparency.
  • Continuous Development: Stay updated on financial products, industry trends, and regulatory changes.

Requirements

  • Matric certificate
  • Degree in finance, economics, or related field

Salary & Benefits

R 10,000.00 startup stipend (new to industry advisers only), 70% uncapped commission

How to Apply

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

About Accounting / Finance Jobs in ZA

In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.

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When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.

Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.

The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.

For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.


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

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How to Apply

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