Job Overview: Wealth Planner
- Company: Liberty Standard Bank Group
- Location: Bloemfontein, South Africa
- Employment Type: Full-Time, Permanent
Position Summary:
Liberty Standard Bank Group is seeking driven, entrepreneurial, and self-motivated individuals to join our team as Wealth Planners. This role offers the opportunity to build a professional career in financial services while developing your own client base and personal brand. You will receive full training, mentorship, and the opportunity to work towards a post-graduate qualification, all within a high-performance corporate environment.
Key Responsibilities:
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Network and prospect to secure new clients.
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Help clients understand their financial goals and create actionable plans to achieve them.
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Project future financial outcomes based on client savings and investments.
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Recommend financial products and adjustments to mitigate risk and protect against life’s uncertainties.
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Support retirement planning and long-term financial security.
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Guide individuals and businesses in making informed financial decisions.
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Collaborate with business clients to develop financial strategies that support sustainable growth.
Qualifications & Requirements:
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Minimum: Matric (essential)
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Preferred: Tertiary qualification in finance, business, or related fields
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Clear credit record and criminal record
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Own reliable transport and a valid driver’s license
Skills & Competencies:
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Strong networking and prospecting abilities
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Proven sales aptitude
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Ability to work independently while contributing to a larger team
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Fluency in English (additional South African languages advantageous)
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Strong academic ability and analytical thinking
Career Benefits:
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Comprehensive training and mentorship program
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Opportunity to earn a post-graduate qualification
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Build a long-term career with personal and professional growth
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High-earning potential and performance-based incentives
Personality Traits:
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Ambitious, entrepreneurial, and goal-oriented
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Self-motivated with strong interpersonal skills
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Excellent communication and relationship-building abilities