Role Overview

Liberty Standard Bank Group needs a Wealth Planner who can step into a practical role in Johannesburg. A key part of the work involves Wealth Planner Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, individual goals etc.

Key Responsibilities

Take responsibility for the core day-to-day work expected of a Wealth Planner.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.
Spot risks early and escalate practical issues before they become blockers.

Requirements

A background that matches the practical demands of a Wealth Planner role.
A practical working style with the ability to prioritise when several tasks compete.
A professional approach to deadlines, service quality and daily priorities.