Expert Financial Solutions Specialist

1 week ago


Pretoria, Gauteng, South Africa Liberty Full time

Role Summary

We are seeking a skilled and ambitious Financial Advisor to join our team at Liberty.

About the Role

This is a fantastic opportunity for a driven and talented individual to become a trained Financial Planner.

Key Responsibilities

  • Understand clients' financial needs and provide expert advice on insurance coverage, investment planning, and cash management.
  • Determine clients' expenses, level of income, insurance coverage, financial objectives, and goals.
  • Regularly review clients' bank and other accounts to analyze their financial data.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.


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