Wealth Planner: Build Clients' Financial Futures

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

Job summary

A leading financial services company in South Africa is seeking a Financial Planning Specialist to help clients achieve financial security and build wealth. This role involves proactive networking and building relationships, conducting financial analyses, and providing personalized guidance to clients. Ideal candidates should have sales experience, a tertiary qualification is preferred, and must be career-driven with excellent interpersonal skills.

Qualifications

• Minimum of three years' experience in a sales or client-facing role.
• Ability to work independently and manage a client base.
• Must own a vehicle and have a valid driver's license.

Responsibilities

• Build your client base through strategic networking.
• Conduct in-depth financial analyses for clients.
• Support clients in achieving financial milestones.

Skills

Client relationship building

Sales experience

Networking

Financial analysis

Entrepreneurial drive

Education

Tertiary qualification

Job description

A leading financial services company in South Africa is seeking a Financial Planning Specialist to help clients achieve financial security and build wealth. This role involves proactive networking and building relationships, conducting financial analyses, and providing personalized guidance to clients. Ideal candidates should have sales experience, a tertiary qualification is preferred, and must be career-driven with excellent interpersonal skills.