Financial Planner

Liberty Standard Bank Group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Cape Town is seeking dynamic Financial Planners to empower clients in achieving their financial goals. The role involves meeting clients to discuss their financial needs, recommending investments, and reviewing plans. Candidates should have a tertiary education in finance or a related field and a clear criminal record. The position offers a startup stipend, medical aid, and a commission structure of 70%.

Benefits

Medical aid

Corporate benefits

Professional development

World class training

Qualifications

• Experience in meeting clients to discuss financial needs.
• Ability to recommend suitable investments to clients.
• Proven track record in financial planning and advice.

Responsibilities

• Meet with clients to discuss their financial needs.
• Recommend investments to clients.
• Implement solutions for new clients.
• Review financial plans with existing clients.

Skills

Client relationship management

Investment recommendations

Financial decision-making

Communication skills

Education

Tertiary education in finance or related field

Job description

AN OPPORTUNITY OF A LIFETIME....

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, and they trust 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.

Duties & Responsibilities

• Meet with clients to discuss their financial needs.
• Recommend investments to clients.
• Meet with prospective clients, implement solutions for new clients, and review plans with existing clients.
• Help clients make informed financial decisions.
• Assist clients in decisions about investing, retirement, and estate planning.

Desired Experience & Qualification

• Must reside in the Western Cape.
• Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar).
• Drivers licence and own vehicle.
• Clear criminal and credit record.

Package & Remuneration

• R startup stipend (NEW to industry financial planners only).
• Medical aid.
• Corporate company benefits.
• 70% uncapped commission.
• Professional development and accreditation.
• World class training.

Interested?