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Cape Town Region: Advisor, Financial Planning posted by Liberty Standard Bank Group

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Job Description

About the Role

As an Advisor, Financial Planning at Liberty Standard Bank Group, you will play a vital role in building strong relationships with clients to understand their financial goals and develop tailored financial plans. You will be responsible for staying up-to-date on market trends and industry news to support investment strategies.

Key Responsibilities

  • Build relationships with new and existing clients to understand their financial goals
  • Conduct a financial needs analysis and develop financial plans for clients
  • Research 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 training sessions, workshops, and stay updated on financial regulations and trends
  • Ensure compliance paperwork and documentation for regulatory requirements is in order
  • Create reports and visual summaries (e.g. charts, presentations) for client meetings

Requirements

  • 1 year’s experience in sales & client servicing (preferred)
  • Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields)

Qualifications

  • Formal education/certifications: Please specify your qualifications.

Salary & Benefits

  • Salary range: [Please specify salary range]

Note: The salary range was not specified in the original job description, so I left it blank. If you have the actual salary range, please fill it in.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Accounting / Finance Jobs in Western Cape

In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.

Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.

These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.

Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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