Financial Planner Opportunity at Liberty Standard Bank Group
Liberty Standard Bank Group · Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville, Ballito
Overview
Liberty Standard Bank Group is looking for self driven entrepreneurs to join their sales force as Financial Planners. You will get support to set up your own financial practice within the corporate sector. This role is perfect for motivated young professionals who want to build a career in financial planning and enjoy the freedom of managing their own business. Based in Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville and Ballito.
About the role
As a Financial Planner with Liberty Standard Bank Group, you will have the opportunity to build your own financial practice with the backing of a well known financial services brand. You will work with clients to understand their financial goals and provide long term solutions that meet their needs.
Key duties include:
- Sourcing prospective clients and building a client base
- Assessing clients risk profiles and financial situations
- Providing tailored financial advice and long term solutions
- Managing your own business and schedule
Application notes: Apply online through the PNet listing. Make sure your CV highlights any sales, customer service or financial experience. A driver's license and vehicle are required for this role.
Requirements
- Matric (Grade 12) is required
- A tertiary qualification is not necessary but will be beneficial
- Valid driver's license
- Own vehicle
- Self driven and motivated to run your own business
Responsibilities
- Source prospective clients and grow your client base
- Assess clients risk profiles and financial needs
- Provide long term financial solutions aligned with client objectives
- Manage your own financial practice and schedule
- Build and maintain relationships with clients
Benefits
Medical Aid, Group Benefits, Opportunity to study a National Diploma in Financial Planning, Flexibility of managing your own business
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville, Ballito
- Job type
- Full time
- Experience level
- Entry
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This is a great chance to start a career in financial planning with a respected company. Liberty Standard Bank Group will help you set up your own practice, so you get the best of both worlds: support from a big brand and the freedom of being your own boss.
When you apply, make sure your CV shows any sales, customer service or finance experience you have. Even if you have not worked in finance before, highlight times you have convinced someone, solved a problem or managed your own tasks. You will need your own car and a valid driver's license, so mention that you have these.
In an interview, they will likely ask why you want to work for yourself and how you handle rejection. Be ready to talk about your goals and how you plan to find clients. Show them you are hungry to learn and not afraid of hard work.
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
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