Advisor, Financial Planning
Liberty
Pretoria · South Africa
- Level
- Mid-level
- On site or Remote
- On-site
- Posted
- 19h ago
About this role
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 g…
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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Posted 11 October 2026 · Expires 10 November 2026