Personal Financial Strategist

6 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

Liberty Group Ltd is seeking a highly motivated Personal Financial Strategist to join our team.

Job Overview

The ideal candidate will have a passion for helping individuals achieve their financial goals and aspirations. As a Personal Financial Strategist, you will be responsible for assessing clients' financial situations, developing personalized financial plans, and implementing strategies to help them achieve financial stability and security.

  • Evaluate clients' financial information to identify areas for improvement.
  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Provide ongoing support and guidance to clients as they work towards their financial objectives.
Requirements

To succeed in this role, applicants should possess:

  • Matric and NQF5 or related tertiary qualification.
  • Minimum 2-3 years working experience preferably in a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Able to analyze complex financial data and communicate results effectively.
Benefits and Opportunities

As a Personal Financial Strategist at Liberty Group Ltd, you can expect a competitive salary and benefits package, including ongoing training and development opportunities, mentorship, and professional accreditation. You will also have the chance to work with a dynamic and supportive team, contributing to the growth and success of the company.


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