Client‑Focused Financial Planner & Relationship Builder

Liberty Group; Pretoria; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Liberty Group in Pretoria is seeking a dynamic Financial Planning Specialist to assess the financial needs of individuals and businesses and build lasting client relationships.

You will network, prospect and collaborate with clients, providing tailored advisory services. The role requires a minimum of three years in a client-facing environment, a matric (tertiary preferred) and an own vehicle. Independence, entrepreneurial spirit and strong interpersonal skills are essential.

Qualifications

• Matric is essential; tertiary qualification highly preferable.
• Minimum 3 years' full-time client-facing experience.
• Own vehicle and a valid driver's license is a non-negotiable requirement.
• Clear credit and criminal record.
• Ability to network, prospect and build relationships.
• Ability to work independently.
• Career-driven with strong interpersonal skills.

Skills

Networking

Prospecting

Relationship building

Independent worker

Interpersonal skills

Entrepreneurial drive

Education

Matric

Tertiary qualification preferred

Job description

Liberty Group in Pretoria is seeking a dynamic Financial Planning Specialist to assess the financial needs of individuals and businesses and build lasting client relationships.

You will network, prospect and collaborate with clients, providing tailored advisory services. The role requires a minimum of three years in a client-facing environment, a matric (tertiary preferred) and an own vehicle. Independence, entrepreneurial spirit and strong interpersonal skills are essential.