Western Cape: Graduate Financial Adviser posted by Liberty Standard Bank Group 2

About the Role

Liberty Standard Bank Group 2 is seeking a motivated and ambitious Graduate Financial Adviser to join our team. As a key member of our financial advisory services, you will be responsible for providing expert guidance to clients on their financial needs and goals. With a focus on building strong relationships and delivering exceptional client service, this role offers the perfect opportunity for a talented individual to launch their career in the financial industry.

Key Responsibilities

• Conduct in-depth reviews of clients’ financial circumstances, current provision, and future aims.
• Analyse information and prepare plans best suited to individual clients’ requirements.
• Complete risk analysis and research the marketplace to provide clients with information on new and existing products and services.
• Design financial strategies and assist clients to make informed decisions.
• Review and respond to clients changing needs and financial circumstances.

Requirements

• Excellent communication, interpersonal, and listening skills.
• The capability to explain complex information simply and clearly.
• The ability to network and establish relationships with clients.
• Research and analytical skills.
• The ability to work in a team.
• Time management skills.
• A target-driven mindset.
• Discretion and an understanding of the need for client confidentiality.

Qualifications

Matric (essential)

Degree (preferable)