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  • Professional Financial Planner - Krugersdorp - Liberty Standard Bank Group

    Liberty Standard Bank Group
    Liberty Standard Bank Group Krugersdorp

    2 weeks ago

    Default job background
    Accounting / Finance
    Description
    **About Us**
    Liberty is a major financial services company in South Africa, offering a structured training program for aspiring financial advisers.

    **Key Responsibilities**
    • Provide holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs.
    • Identify new business opportunities and develop and implement strategies to manage individual and corporate relationships.
    • Source, develop, and cultivate your own client base through networking, referrals, and prospecting.
    • Meet clients in person to provide financial planning advice and solutions.
    • Provide ongoing financial planning advice to retained clients.
    • Manage and strengthen relationships with existing clients.
    • Resolve client concerns, queries, and complaints.

    **Requirements**
    • Matric is essential.
    • A tertiary qualification is desirable.
    • Own vehicle and valid driver's license are mandatory.
    • Ability to work independently.
    • Strong entrepreneurial drive and career ambition.

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