Financial Planner (Training provided)

Durban
Salary: Market Related
Bonus: Yes
Commission: Yes
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Medical Aid Pension Bonus Training Commission, Group Life cover and more
Reference: FADbn0425

Apply before Jun 07 2025 | 16 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

This role is based in Durban.

Financial Planners assess the financial needs of individuals and businesses and provide appropriate solutions.

If you are a driven individual, looking for a professional role that allows you to apply your flair for business and relationship building, this may the opportunity for you.

Key Activities:

Networking and prospecting to establish and maintain long-term client relationships
Conduct detailed financial needs analysis and provide professional advice
Create and protect the financial security and wealth of others
Assist clients in achieving their financial goals and maintain and grow client portfolios
Create and cultivate long-term client relationships and manage your professional practice
Remain accredited and up to date with relevant market and industry related subjects

Candidate Requirements

Minimum Requirements:

Tertiary qualification is preferable.
A minimum of three years’ full-time working experience.
Previous experience in the finance industry or a sales environment is an advantage.
Own vehicle and valid driver's license is a non-negotiable requirement.
Ability to network, prospect and build relationships
Ability to work independently
Clear credit and criminal record
Career driven person with strong entrepreneurial drive and excellent interpersonal skills

We Provide:

Full training and mentorship
Supportive environment to allow you to focus on providing excellent customer service and growing your business
Excellent earning potential and large company benefits
Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
Continuous on-going In-house training and development
Recognition - monthly and annual incentives and rewards
Opportunities for career advancement and growth