job
National
ZA
Advisor, Financial Planning
Liberty Standard Bank Group
6 days left · 13 Oct 2026
About this opportunity
Job in Cape Town, South Africa for a Financial Planning Advisor role. Requires 1 year of sales & client servicing experience and minimum NQF 5 qualification in Wealth Management/Finance/Banking.
Liberty Standard Bank Group is hiring a Financial Planning Advisor in Cape Town to build client relationships and develop financial plans.
What it offers
- A full-time role in Cape Town, Western Cape, South Africa
Who can apply
- Candidates with 1 year’s experience in sales & client servicing (preferred)
- Minimum NQF 5 qualification in Wealth Management, Financial Planning, Finance, Banking, or related fields
- Strong interpersonal and client relationship skills
- Self-motivated, ethical, and goal-oriented individuals
What you'll do
- Build relationships with new and existing clients to understand their financial goals
- Conduct financial needs analysis and develop financial plans
- Research investment options, insurance policies, and other financial products
How to apply
- Applications close 2026-10-13
This summary is AI-generated from the official posting. Always verify every detail on the official site before applying.
Key details
TypeJob
Location
South Africa
South AfricaFieldWealth Management / Financial Planning / Finance / Banking
LevelNQF 5
Deadline13 Oct 2026
EligibilityNational
Open to applicants in the host country.
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Source : careers24.com · Always verify details on the official site.