Adviser, Financial Planning
Liberty Standard Bank Group
Pretoria · South Africa
- Level
- Mid-level
- Contract
- Permanent
- On site or Remote
- On-site
- Posted
- 19h ago
About this role
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, liabilities) Monitor financial markets and industry news to support investment strategies. Attend trai…
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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Posted 11 October 2026 · Expires 10 November 2026