Senior Financial Planning Consultant

1 month ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time
Job Summary

At Liberty Standard Bank Group 2, we are seeking a skilled Senior Financial Planning Consultant to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct in-depth financial assessments to understand clients' needs and goals.
  • Develop and implement tailored financial plans to meet clients' objectives.
  • Provide regular financial reviews and updates to clients.
  • Analyze clients' financial data to identify areas for improvement.
  • Collaborate with cross-functional teams to provide comprehensive financial solutions.
  • Stay up-to-date with industry trends and best practices to ensure clients receive the most effective financial guidance.


Requirements:
  • Bachelor's degree in a relevant field, such as finance or accounting.
  • Minimum of 3 years of experience in financial planning or a related field.
  • Proven track record of success in financial planning and client relationship management.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.


What We Offer:
  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.
  • The opportunity to work with a leading financial institution.


If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application today.

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