Personal Financial Advisor at Liberty Group South Africa

Main 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 analyse 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.

Experience & Qualification

• 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

Competencies:

• Sales & Business Development
• Financial Knowledge
• Tech Proficiency
• Analytical Skills
• Communication Skills
• Interpersonal Skills
• Willingness to Learn

Advantageous:

• 2 years’ experience as a Financial Advisor
• RE5 qualification
• FSCA registration as a Representative

Requirements 

• Valid driver’s license
• Accept a background check
• 1+ years of work experience with Sales