Senior Financial Planning Consultant

1 week ago


Bedfordview, Gauteng, South Africa Liberty Standard Bank Group Full time

We are seeking a highly motivated and experienced Senior Financial Planning Consultant to join our team at Liberty Standard Bank Group. As a key member of our financial services team, you will be responsible for providing expert financial planning advice to our clients.

Job Overview

The successful candidate will have a strong background in finance and a proven track record of success in financial planning. You will be responsible for conducting thorough needs analysis, developing tailored financial plans, and implementing strategies to help our clients achieve their financial goals.

Key Responsibilities
  • Conduct comprehensive financial needs analyses to identify client goals and objectives
  • Develop and implement personalized financial plans that meet client needs
  • Provide ongoing monitoring and review of client financial plans to ensure they remain on track
  • Collaborate with other members of the financial services team to provide holistic advice to clients
Requirements

To be considered for this role, you will need:

  • A minimum of 3 years' experience in financial planning or a related field
  • A strong understanding of financial products and services, including investments, insurance, and retirement planning
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike
  • Strong analytical and problem-solving skills, with the ability to think critically and develop creative solutions
  • A valid driver's license and access to a vehicle
What We Offer

In return for your expertise and dedication, we offer:

  • A competitive salary of $120,000 per annum
  • Ongoing training and professional development opportunities
  • A supportive and collaborative work environment
  • The opportunity to work with a diverse range of clients and make a real difference in their lives


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