Overview

Financial Adviser Jobs in Umhlanga Rocks, South Africa at Liberty Group South Africa

Company Description

Liberty Group South Africa is a financial services company offering asset management, investment, and insurance solutions. Since 1957, we have been committed to helping our clients achieve financial freedom through expert advice and innovative solutions. Our team is dedicated to making our clients’ financial goals a reality.

Role Description

This is a full-time on-site role for a Financial Adviser located in Umhlanga. The Financial Adviser will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services to clients on a day-to-day basis.

Qualifications

Financial Planning and Finance skills

Retirement Planning expertise

Knowledge in Investments and Financial Advisory

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to work effectively in a team

Relevant industry certifications (e.g., CFP, CFA) is a plus

Bachelor’s degree in Finance, Economics, Business, or related field

Previous work experience in the industry will be an added bonus

Important to Note

Applicants should have their own transport and laptop. Please ensure you have a cover letter with your CV confirming why you are applying for this post.

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Title: Financial Adviser

Company: Liberty Group South Africa

Location: Umhlanga Rocks, South Africa

Category: Finance & Banking (Financial Consultant, Corporate Finance, Financial Analyst, Financial Manager)

 

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