Wealth Planner

Liberty Standard Bank Group; Pretoria; On-site; ZAR 250 000 - 500 000; Full time

Job summary

A leading financial services company seeks passionate professionals to build a career in finance in Pretoria. You will manage client relationships, secure business and provide tailored financial advice. The ideal candidate has strong sales skills and a background in client engagement. A Matric qualification is essential, with tertiary education as an advantage. The role offers unlimited growth potential and the chance to make a real impact in clients' lives.

Qualifications

• Proven track record in sales or strong client engagement.
• Previous full-time working experience is required.
• Clear credit and criminal record is essential.

Responsibilities

• Source, develop and cultivate client base through networking.
• Secure new business from retained clients and referrals.
• Provide financial planning advice and solutions.

Skills

Sales skills

Networking

Client engagement

Financial planning

Education

Matric

Tertiary qualification

Job description

Introduction

• This role is based in Pretoria.Are you a natural dealmaker with a passion for people?

Build a career that makes a difference — with Liberty.If you thrive in sales and know how to build lasting relationships, it's time to take your success to the next level.At Liberty, we don't just hire top performers — we help them grow into top purpose-driven professionals.

Join a trusted name in financial services and play a key role in helping South African individuals and businesses secure their financial future.This is more than a job.

It’s your chance to:

• Make a real impact through meaningful client relationships
• Build your own business with the backing of a powerful brand
• Shape a career in finance with unlimited growth potential

Duties & Responsibilities

• Source, develop and cultivate your own client base by networking, prospecting and attending corporate events.
• Network and prospect to source new clients;
• Secure new business from retained clients and by means of referrals
• Meet clients in person to provide them with financial planning advice and solutions
• Identify a client's insurance and investment needs, risks, shorfalls and personal circumstances, income requirements, savings requirements, estate planning, individual goals etc.
• Make recommendations and provide advice based on each clients' unique situation
• Manage, maintain and strengthen long term client relationships
• Resolve client concerns, queries and / or complaints
• Remain accredited and fit and proper to render financial advice

Requirements

• Tertiary qualification is a strong advantage, Matric is essential.
• Previous full time working experience is required
• Proven track record in sales or strong client engagement is essential
• Own vehicle and driver's license is non-negotiable
• Ability to work independently but also as part of a larger team
• Able to network, prospect and build relationships
• Clear credit and criminal record is essential
• Career driven person with strong entrepreneurial drive (if you are an ambitious entrepreneur this is for you)

Interested?