Financial Planner (Advice & Sales)
Liberty Standard Bank Group · Durban
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Build a Rewarding Career. Empower Financial Futures.
For over 65 years, Liberty has helped South Africans build and protect their financial futures. Now, we're looking for ambitious, entrepreneurial individuals who are ready to build a successful career while making a meaningful difference in people's lives.
If you're driven by success, passionate about building relationships, and motivated by unlimited earning potential, this is your opportunity to join one of South Africa's most trusted financial services brands.
At Liberty, you'll receive industry-leading training, ongoing mentorship, and the support needed to establish yourself as a successful Financial Planner and owner of your own financial practice.
Key Activities
Success in this role requires a proactive approach to building your client base — through strategic networking and active prospecting, you’ll cultivate meaningful relationships and create valuable opportunities.
Ongoing client engagement through scheduled meetings
Conduct in-depth financial analyses to provide expert guidance
Empower clients to build and safeguard their financial security and wealth
Support individuals in achieving financial milestones and maintaining strong portfolios
Manage and grow your professional practice while fostering trust and credibility
Drive sales performance to achieve business goals
Stay ahead with industry trends, ensuring up-to-date accreditation and expertise
Remain accredited and up to date
This position is governed by the Financial Advisory and Intermediary Services (FAIS) Act.
Requirements
- Tertiary qualification is highly preferential, Matric is essential
- Previous full-time working experience in a client facing environment is required
- Previous experience in an external sales environment is a very strong advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement
- Own laptop and good computer skills
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently and meet deadlines
- Clear credit and criminal record is essential
- Proactive career driven person with strong business acumen.
Interested?
Please apply online or email an up to date CV to zelda.louis@liberty.co.za
*Shortlisted candidates will be contacted via email, so keep an eye on your inbox