Wealth Planner

Liberty Standard Bank Group; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Financial Planning Specialist to help clients achieve financial security and build wealth. This role involves proactive networking and building relationships, conducting financial analyses, and providing personalized guidance to clients. Ideal candidates should have sales experience, a tertiary qualification is preferred, and must be career-driven with excellent interpersonal skills.

Qualifications

• Minimum of three years' experience in a sales or client-facing role.
• Ability to work independently and manage a client base.
• Must own a vehicle and have a valid driver's license.

Responsibilities

• Build your client base through strategic networking.
• Conduct in-depth financial analyses for clients.
• Support clients in achieving financial milestones.

Skills

Client relationship building

Sales experience

Networking

Financial analysis

Entrepreneurial drive

Education

Tertiary qualification

Job description

Introduction

Are you driven & professional with a talent for building relationships, a knack for business and 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, guiding them toward smart, tailored strategies that secure their future. Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for yourself and your clients?

Build a professional career in a corporate environment with a trusted brand.

Full training and mentorship is provided.

Key Activities

What You'll Do

• Success in this role requires a proactive approach to building your client base—through strategic networking and active prospecting, you'll cultivate meaningful relationships and create valuable opportunities.
• Ongoing client engagement through scheduled meetings
• Conduct in-depth financial analyses to provide expert guidance
• Empower clients to build and safeguard their financial security and wealth
• Support individuals in achieving financial milestones and maintaining strong portfolios
• Manage and grow your professional practice while fostering trust and credibility
• Drive sales performance to achieve business goals
• Stay ahead with industry trends, ensuring up-to-date accreditation and expertise

Requirements

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years' full-time working experience in a sales or client facing environment.
• Previous experience in external / outbound sales 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.

Interested?