Role Overview

Liberty Standard Bank Group needs a CAREER WITHOUT LIMITS. Financial Advisor / Financial Planner - Liberty Your Success. Your Business. Your Income. who can step into a practical role in Limpopo, Pretoria and Gauteng. A key part of the work involves Financial Advisor / Financial Planner.

Key Responsibilities

Keep momentum on educate clients on financial planning, wealth creation, investments, retirement planning, insurance, tax planning, and risk management.
Support the team by managing assist clients in structuring investment portfolios for long-term growth and security.
Take ownership of Assess risk tolerance and recommend appropriate investment strategies.
Take responsibility for the core day-to-day work expected of a CAREER WITHOUT LIMITS. Financial Advisor / Financial Planner - Liberty Your Success. Your Business. Your Income..
Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

Relevant experience in investment or a closely related field.
Good planning habits, attention to detail and reliable follow-through.
Comfort working to agreed standards while adapting when operational needs change.