Expert Financial Strategist

5 days ago


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

We are seeking an Expert Financial Strategist to join our team in Cape Town. As a financial planner, you will play a crucial role in helping clients achieve their financial goals. Your guidance will be essential in making informed decisions about investments, retirement, and estate planning.

Responsibilities include meeting with prospective clients, implementing solutions for new clients, and reviewing plans for existing clients. You will also provide expert advice on various financial matters, from investment strategies to tax planning.

To succeed in this role, you will need strong interpersonal and analytical skills. The ability to communicate complex financial data clearly and concisely is essential.

You must have tertiary education in law, finance, economics, entrepreneurship, or marketing, as well as a Matric certificate. A clear criminal and credit record, drivers license, and own vehicle are also required.

The ideal candidate will have a solid understanding of financial markets and regulations. They should be able to analyze investment and financial data, identify trends, and make informed recommendations.

As a financial planner, you will earn a competitive salary, including a R10,000 startup stipend for new industry advisors. Additionally, you will receive 70% uncapped commission and company benefits, such as medical aid and provident fund.

We offer ongoing training and development opportunities to help you grow in your career. If you are a motivated individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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