Financial Planner: Build Your Own Client-Focused Practice

Liberty Standard Bank Group; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading South African financial services provider is looking for a Financial Planner. In this role, you will sell financial products and build lasting relationships with clients, ensuring they have tailored financial plans. The ideal candidate must be a South African citizen or Permanent Resident with at least a Matric/Grade 12 qualification, a valid driver's license, and a clean credit record. This position offers an opportunity to grow a profitable practice within a respected company.

Qualifications

• South African citizen or Permanent Resident with a valid ID number.
• Valid South African driver's license and reliable motor vehicle.
• Good credit history and no criminal record.

Responsibilities

• Sell Liberty products to achieve strategic vision and targets.
• Prospect for clients and secure appointments daily.
• Conduct professional financial needs analysis and make recommendations.
• Build long-term relationships with clients for trust and credibility.
• Meet all legislative and accreditation requirements.

Skills

Sales skills

Client relationship building

Financial analysis

Education

Matric/Grade 12 qualification or equivalent

NQF 5 qualification (if 5 years' experience)

RE qualification (if 2 years' experience)

Job description

A leading South African financial services provider is looking for a Financial Planner. In this role, you will sell financial products and build lasting relationships with clients, ensuring they have tailored financial plans. The ideal candidate must be a South African citizen or Permanent Resident with at least a Matric/Grade 12 qualification, a valid driver's license, and a clean credit record. This position offers an opportunity to grow a profitable practice within a respected company.