Advisor, Wealth Planning

Liberty Standard Bank Group; Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in South Africa is looking for a financial advisor to build relationships with clients and develop financial plans. The ideal candidate should have an NQF 5 qualification and experience in sales and client servicing. You will be responsible for maintaining accurate records and ensuring compliance with financial regulations. Competitive compensation package offered.

Qualifications

• 1 year of experience in sales and client servicing preferred.
• Self-motivated, ethical, and goal-oriented.

Responsibilities

• Build relationships with new and existing clients.
• Conduct financial needs analysis and develop financial plans.
• Maintain accurate client records using CRM software.

Skills

Sales skills

Client relationship management

Financial analysis

Education

NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking

Job description

Duties & Responsibilities

• 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 products.
• Maintain accurate client records using CRM and financial planning software.
• Gather and analyze 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.

Desired Experience & Qualification

• 1 year of 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.