Financial Planning Advisor: Build Plans & Grow Clients
Job in
Cape Town, 7561, South Africa
Listed on 2026-08-18
Listing for:
Liberty
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
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
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