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

About the Role

We are seeking a highly motivated and detail-oriented Graduate Financial Adviser to join our team at Liberty Standard Bank Group 2. As a key member of our financial advisory team, you will be responsible for delivering exceptional client service and providing tailored financial solutions to meet their unique needs.

Key Responsibilities

• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets

Requirements

• Matric (essential)
• Degree (preferable)

Qualifications

None mentioned in the original job description.