Financial Planner | Cape Town

Liberty Group; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Liberty Group is seeking a driven Financial Planner to lead client engagements and build a thriving practice. This role rewards initiative, sales aptitude, and the ability to develop lasting relationships with clients while maintaining professional standards.

Candidates should be ambitious, analytical, and comfortable networking to grow a client base. A matric is essential; tertiary qualification is an advantage, and a valid driver’s license is required for meetings and client visits.

Qualifications

• Matric essential; tertiary qualification advantageous.
• Clear criminal & credit record.
• Driver's license, own vehicle & laptop required.

Skills

Sales & networking

People skills

Analytical thinking

Relationship building

Professionalism

Education

Matric

Tertiary qualification advantageous

Job description

Ready to Run Your Own Business - Without Starting From Scratch? Are you a high-energy entrepreneur driven by results and hungry for success? This is your chance to take control of your future and build a thriving career as a Financial Planner for the...

What Makes You a Perfect Fit?

You’re:

• Driven, ambitious, and ready to own your success
• A natural people-person with strong analytical thinking
• Confident in sales, networking, and building relationships
• Committed to professionalism, integrity, and growth

• Matric essential | Tertiary qualification advantageous
• Clear criminal & credit record
• Driver's license, own vehicle & laptop required