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Wealth Planner - Cape Town

  • Cape Town
  • Salary: R10 000.00 Per Month
  • Commission: Uncapped 70%
  • Job Type: Permanent
  • Sectors: Insurance Finance
  • Benefits: Medical Aid Pension Bonus Training Parking
  • Reference: CT3

Apply before May 31 2025 | 12 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

    Are you a dynamic entrepreneur with a passion for excellent outcomes?

    This is a unique opportunity to be empowered and run your own business within a business

    We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. 

    We are currently sourcing Financial Planners to join our dynamic team in Cape Town.

    • Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
    • Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
    • Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
    • Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

Required Skills

  • Customer Care: 1 to 2 years
  • Sales: 1 to 2 years

Candidate Requirements

  • Tertiary education in law, economics, finance, entrepreneurship or similar 
  • Matric certificate essential
  • Clear criminal and credit record
  • Valid drivers license and vehicle
  • Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
  • An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning

Apply

32 people have applied for this job. 901 people have viewed this job.

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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

Company

  • Work For Us

  • Advertise With Us

Quick Links

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  • Site Map

  • Site Terms and Privacy Policy

  • Widgets

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  • Simplify.hr

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