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:
Network and prospect to secure new clients.
Help clients understand their financial goals and create actionable plans to achieve them.
Project future financial outcomes based on client savings and investments.
Recommend financial products and adjustments to mitigate risk and protect against life’s uncertainties.
Support retirement planning and long-term financial security.
Guide individuals and businesses in making informed financial decisions.
Collaborate with business clients to develop financial strategies that support sustainable growth.
Qualifications & Requirements:
Minimum: Matric (essential)
Preferred: Tertiary qualification in finance, business, or related fields
Clear credit record and criminal record
Own reliable transport and a valid driver’s license
Skills & Competencies:
Strong networking and prospecting abilities
Proven sales aptitude
Ability to work independently while contributing to a larger team
Fluency in English (additional South African languages advantageous)
Strong academic ability and analytical thinking
Career Benefits:
Comprehensive training and mentorship program
Opportunity to earn a post-graduate qualification
Build a long-term career with personal and professional growth
High-earning potential and performance-based incentives
Personality Traits:
Ambitious, entrepreneurial, and goal-oriented
Self-motivated with strong interpersonal skills
Excellent communication and relationship-building abilities