Advisor, Financial Planning

Liberty; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Liberty in Cape Town is seeking a financial professional to build relationships with clients, understand their financial goals, and conduct needs analyses to tailor financial plans. You will research investment options, insurance policies, and other financial products to support client wealth management.

Preferred candidates have 1 year of sales or client servicing experience and hold an NQF 5 qualification in Wealth Management, Financial Planning, or Finance, with strong interpersonal skills

Qualifications

• 1 years' experience in sales & client servicing (preferred).
• Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
• Banking (or any related fields).
• Strong interpersonal and client relationship skills.
• Self-motivated, ethical, and goal-oriented.

Responsibilities

• Build relationships with clients to understand their financial goals and needs.
• Conduct financial planning, wealth analyses, and research investment options and insurance policies.

Skills

Sales experience

Client servicing

Interpersonal skills

Self-motivated

Education

NQF 5 qualification in Wealth Management / Financial Planning / Finance

Job description

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...

• 1 years' experience in sales & client servicing (preferred)
• Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
• Banking (or any related fields)
• Strong interpersonal and client relationship skills
• Self-motivated, ethical, and goal-oriented