Financial Planner — Liberty Standard Bank Group
- Locations: Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville, Ballito
- Employment Type: Permanent, Full-Time
- Published: Recently / within the past day
- Easy Apply: Available www.pnet.co.za+1
What You’ll Do
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Actively prospect and network to build a solid client base
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Conduct detailed financial needs analyses and provide tailored planning advice
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Help clients plan for retirement, investments, insurance, estate planning, and more
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Build and maintain long-term client relationships
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Establish and manage your own advisory practice with full mentorship and support from Liberty
Key Requirements
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Matric is essential; a tertiary qualification (e.g. business or finance) is highly advantageous
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Own vehicle and valid driver’s license are non-negotiable
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Clear credit and criminal record required
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Minimum of 2–3 years of sales or client-facing experience, with strong communication and networking skills
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Laptop ownership and IT literacy are required
What You Gain
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Comprehensive training and mentorship to launch your financial advisory career
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Opportunity to study for a National Diploma in Financial Planning
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Potential medical aid, group benefits, and flexible business ownership arrangements
Summary Table
| Category | Details |
|---|---|
| Role | Financial Planner (Sales & Advisory) |
| Locations | Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville, Ballito |
| Requirements | Matric (tertiary preferred), 2–3 years sales/client experience, own vehicle, clear credit & criminal record, IT-savvy |
| Benefits | Training & mentorship, study opportunities, business flexibility, benefits package |