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
Actively prospect and network to build a solid client base
Conduct detailed financial needs analyses and provide tailored planning advice
Help clients plan for retirement, investments, insurance, estate planning, and more
Build and maintain long-term client relationships
Establish and manage your own advisory practice with full mentorship and support from Liberty
Key Requirements
Matric is essential; a tertiary qualification (e.g. business or finance) is highly advantageous
Own vehicle and valid driver’s license are non-negotiable
Clear credit and criminal record required
Minimum of 2–3 years of sales or client-facing experience, with strong communication and networking skills
Laptop ownership and IT literacy are required
What You Gain
Comprehensive training and mentorship to launch your financial advisory career
Opportunity to study for a National Diploma in Financial Planning
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 |