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    Financial Planner - East Rand - Liberty Standard Bank Group

    Liberty Standard Bank Group
    Liberty Standard Bank Group East Rand

    1 month ago

    Default job background
    Accounting / Finance
    Description

    We are Liberty, a company geared for success and expanding our sales force. We are recruiting financial planners for a rapidly growing wealth management team with a reputation for excellence.

    Job Description:

    The ideal candidate will be a financially qualified individual with great sales and business acumen, excellent networking and prospecting skills. They will have a strong desire to build a career in the wealth management environment and be customer-focused, service-oriented, and sales-driven.

    Responsibilities:

    • Sourcing and meeting potential clients
    • Analysing financial information obtained from clients to determine strategies and recommend solutions to help clients meet their financial objectives
    • Completing financial needs analysis on clients
    • Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan
    • Providing independent, expert financial advice and recommending investment opportunities across a broad spectrum of regulated products
    • Monitoring financial market trends to ensure plans are effective and identifying necessary updates

    Requirements:

    • Tertiary qualifications, preferably in finance or a related field
    • Financial planning qualifications, such as RE5, NQF5, or CFP, although not essential
    • Finance, financial planning, or wealth management experience
    • Customer-centric and results-driven personality
    • Professional communication standards, including a clear credit record and valid driver's license
    • Entrepreneurial mindset, exceptional interpersonal skills, and established network of clients
    • Sales ability, tenacity, effective planning, organizing, and time management skills, and computer literacy

    Benefits:

    • Excellent performance-linked earning potential
    • The best training in wealth management working alongside financial experts
    • The opportunity to attain official financial planning & services qualifications
    • Utilise established support tools & services of an international business

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Financial planner