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Advisor, Financial Planning

  • Full Time
  • Anywhere

Liberty Standard Bank Group

Liberty Standard Bank Group — South Africa

Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial products. Maintain accurate client records using CRM and financial planning software. Gather and analyse client financial data (income, expenses, assets, lia…

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Working in South Africa

South Africa, officially the Republic of South Africa (RSA), is the southernmost country in Africa. Its nine provinces are bounded to the south by 2,798 kilometres of coastline that stretches along the South Atlantic and Indian Ocean; to the north by the neighbouring countries of Namibia, Botswana, and Zimbabwe; to the east and northeast by Mozambique and Eswatini; and it encloses Lesotho. Covering an area of 1,221,037 square kilometres, the country has a population of over 63 million people, making it the sixth-most populated country in Africa. Pretoria is the administrative capital, while Ca

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