Job Description
About the Role
We are seeking an ambitious Financial Adviser to join our team at Liberty Standard Bank Group 2. As a key member of our financial planning and wealth management team, you will have the opportunity to transform clients’ lives and help them achieve financial freedom. If you’re passionate about making a difference through tailored advice and building long-term client relationships, we want to hear from you.
Key Responsibilities
- Assessing Client Financial Needs
- Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.
- Developing Financial Plans
- Creating tailored financial strategies that align with clients’ goals, covering areas like investments and retirement.
- Investment Guidance
- Recommending investment opportunities that suit clients’ risk profiles and financial objectives, while explaining potential risks and returns.
- Monitoring Financial Portfolios
- Regularly reviewing and adjusting clients portfolios to respond to changes in financial markets, economic conditions, or clients circumstances.
- Providing Education and Advice
- Educating clients about financial products and concepts, empowering them to make informed decisions about their finances.
- Maintaining Compliance
- Ensuring that all financial advice and transactions comply with industry regulations and ethical standards.
- Building Long-term Client Relationships
- Offering ongoing support and advice, fostering trust to ensure that financial plans continue to meet clients evolving needs.
- Conducting Market Research
- Staying up-to-date on financial products, market trends, and economic shifts to provide relevant and timely advice.
- Risk Management and Insurance Planning
- Advising on insurance options and risk mitigation strategies to protect clients’ assets and ensure financial security.
Requirements
- Clear credit record
- Clear criminal record
- Own laptop
- Industry experience (advantageous)
Qualifications
- Matric (essential)
- Degree (preferable)
- Regulatory Exam (RE Exam) (highly advantageous)
Salary & Benefits
Competitive commission based on achieving set sales targets.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in eThekwini
The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.
Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.
Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.
Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.
Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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