Advisor, Financial Planning

Liberty; Pretoria; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Liberty in Pretoria is seeking a client-focused financial consultant to build relationships with new and existing clients, understand their financial goals, and tailor financial plans accordingly.

You will conduct needs analyses, research investment options and insurance policies, and provide ongoing advice and reviews to help clients achieve their financial objectives.

Qualifications

• Minimum NQF 5 qualification in Wealth Management, Financial Planning or Finance.
• 1 year experience in sales and client servicing preferred.
• Strong interpersonal and client relationship skills.

Responsibilities

• Build relationships with new and existing clients to understand financial goals.
• Conduct financial needs analyses and develop financial plans for clients.
• Conduct research on investment options, insurance policies, and other financial products.
• Provide ongoing client servicing and reviews.

Skills

Sales & client servicing

Interpersonal skills

Goal-oriented

Ethical

Education

NQF 5 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