Career Opportunities in Financial Planning and Advisory

3 days ago


Port Elizabeth, Eastern Cape, South Africa Liberty Standard Bank Group Full time
Financial Advisor Role Overview

At Liberty Standard Bank Group, we are seeking a skilled and motivated Financial Advisor to join our team. As a key member of our organization, you will play a vital role in helping individuals and families achieve their financial goals.

About the Role:
The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work independently as well as part of a team. Your primary responsibility will be to provide expert financial advice to clients, helping them make informed decisions about their risk, retirement, annuity, investment, and estate planning needs.

Key Responsibilities:
  • Conduct comprehensive financial assessments for clients to identify areas for improvement.
  • Develop tailored financial plans to meet individual client objectives.
  • Maintain strong relationships with existing clients through regular reviews and updates.
  • Identify new business opportunities and expand your network of contacts.

Requirements:
To succeed in this role, you will need:
  • A valid driver's license and reliable vehicle.
  • A Grade 12 certificate (essential), with a Postgraduate Diploma in Financial Planning or Certified Financial Planner (CFP) qualification considered advantageous but not required.
  • Excellent sales, interpersonal, and business development skills.
  • The ability to function effectively as part of a team while also working independently.

Salary Range:
Our salary range for this position is approximately R500,000 - R700,000 per annum, depending on experience and qualifications. This is a long-term career opportunity that offers room for growth and professional development within the Liberty Standard Bank Group.

Becoming a Financial Advisor at Liberty:
If you possess a strong passion for finance, excellent communication skills, and the ability to work effectively in a team environment, we encourage you to apply for this exciting opportunity.

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