Financial Planner (Training provided)

Liberty; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Liberty in Pretoria seeks a driven Financial planning specialist to assess the financial needs of individuals and businesses, and to build lasting relationships with clients.

The role focuses on identifying opportunities, delivering tailored financial guidance, and working independently to meet targets within a dynamic environment. A proactive, entrepreneurial mindset and strong interpersonal skills are essential for success.

Qualifications

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years’ full-time working experience in a client facing environment
• Previous experience in external / outboundsales is an advantage
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clear credit and criminal record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills

Responsibilities

• Assess financial needs of individuals and businesses.
• Prospect and network to build relationships with potential clients.
• Work independently to achieve business targets.

Skills

Client relationship building

Networking

Prospecting

Independent worker

Sales aptitude

Education

Matric (essential)

Tertiary qualification preferable

Job description

Are you driven & professional with a talent for building relationships, a knack for businessand a passion for helping others?As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses...

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years’full-timeworking experience in a client facing environment
• Previous experience in external / outboundsalesis an advantage
• Ownvehicleand valid driver's license is a non-negotiablerequirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clearcreditandcrimina l record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills