Overview
Financial Advisor Jobs in City of Cape Town, Western Cape, South Africa at Liberty Group South Africa
Title: Financial Advisor
Company: Liberty Group South Africa
Location: City of Cape Town, Western Cape, South Africa
The ideal candidate will deliver personalized Insurance and investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.Â
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Responsibilities
Provide Comprehensive financial planning support to clients
Constant client engagement and established network
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Technological profeciency
Client centricity
Qualifications
Bachelor’s degree in Finance or related field
3+ years’ of industry experience
Strong industry understanding and compliant (RE5 and COB certificates were applicable)
Excellent interpersonal skills and a large network base.
