Financial Planner

8 hours ago


Port Elizabeth, Eastern Cape, South Africa Liberty Standard Bank Group Full time
Company Overview: Liberty Standard Bank Group is a leading financial institution that offers a wide range of services to its clients. We are committed to providing our customers with exceptional service and expertise in the field of finance.

Salary: The estimated salary for this position is between R250,000 and R500,000 per annum, depending on experience and qualifications.

Job Description: As a Financial Planner - Portfolio Manager at Liberty Standard Bank Group, you will be responsible for providing expert advice to clients on their risk, retirement annuities, investments, and estates planning needs. You will work closely with clients to understand their financial goals and objectives, and develop personalized plans to achieve them. This will involve analyzing client data, identifying potential risks and opportunities, and making recommendations on investment strategies.

Key Responsibilities:
  • Provide expert advice to clients on their financial planning needs
  • Develop and implement personalized financial plans for clients
  • Analyze client data and identify potential risks and opportunities
  • Make recommendations on investment strategies to clients


Required Skills and Qualifications: To be successful in this role, you will need to have a strong understanding of financial markets and instruments, as well as excellent communication and interpersonal skills. A valid driver's license and reliable vehicle are also required. A Postgraduate Diploma in Financial Planning or Certified Financial Planner (CFP) designation would be advantageous but is not a requirement.

Benefits: In addition to a competitive salary, we offer a range of benefits to our employees, including medical aid, life insurance, and a generous pension plan. We also offer ongoing training and development opportunities to help you advance your career.
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