Senior Financial Planner

Closing Date: 30 May 2025

**Company Description**

At Liberty Group South Africa, we believe in the transformative power of knowledge. Since 1957, we have grown from a life insurer into a Pan-African financial services leader, dedicated to providing asset management, investment, and insurance solutions. Our passionate team works hand in hand with clients, empowering them to pursue financial freedom and achieve their dreams.

**Our Background**

Summit Solutions, a proud affiliate of the Liberty Group South Africa, has dedicated over a decade to delivering personalized financial solutions throughout the Zululand region, all while nurturing a reputation built on care and commitment.

**Role Description**

Join us as a full-time Senior Financial Planner in KwaZulu-Natal, where your mission will be to craft realistic and impactful, tax-efficient solutions for each client. Helping them understand and embrace their financial journey, is key to igniting their passion for achieving their goals.

**Minimum Qualifications**

- NQF5 Wealth Management/Certificate in Financial Planning or equivalent

- RE5 - Regulatory Examination Certificate

- 120 Credits

- Excellent Organizational, Planning & Administrative skills

**What it Takes**

- Activity is the Key to Your Success

- A genuine Passion for the Financial Services Industry

- An unwavering Commitment to Guiding Clients toward their Financial Aspirations

**We Offer**

- Competitive Commission Packages through exciting Incentive Structures:

• - Provident Fund benefits
• - Comfortable Office Space
• - Comprehensive administrative support
• - Thoughtful succession planning
• - Robust fibre support
• - A collaborative team environment

If you are ready to seize this opportunity and thrive in an exciting industry, send a detailed copy of your Curriculum Vitae (including contactable references) along with a cover letter to: l.groenewald@liblink.co.za (Attention: Lelanie). If you do not hear from us within two weeks of the closing date, please consider your application unsuccessful.