Advisor, Financial Planning

Liberty Standard Bank Group

East London, Buffalo City · South Africa

Salary not listed

Level: Mid-level
On site or Remote: On-site
Posted: 1h ago

About this role

Duties & Responsibilities 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 investme…

This is a summary. The employer's full description, including requirements and benefits, is on their own listing.

Apply on Liberty Standard Bank Group