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Professional Financial Planner

Cape Town
Salary: Market Related
Bonus: Yes
Commission: Yes
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Medical Aid Pension Training We Provide: Full training and mentorship
Reference: FACT0525

Apply before Jul 18 2025 | 25 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship - and the opportunity to study towards a post-graduate qualification.

This is the perfect role for Goal orientated,Target driven Individuals who would like to establish a professional career in a corporate environment.

Within this role new business acquisition is vital, and you will need to be able to generate new business via various methods of prospecting and referrals.

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

Requirements:

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

Kindly ensure that your profile matches the above requirements before submitting your application.

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