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Advisor, Financial Planning

Liberty Standard Bank Group

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placeEast London, Buffalo City home_workOn-site assignmentPermanent labelAccounting & Finance Jobs publicAggregated job · ZA

eventPublished on Sep 02, 2026 · verifiedWe confirmed on Oct 11, 2026 that it's still live

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ZAR 12.000 – ZAR 12.000 / year

About the job

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…

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