Wealth Planner & Client Advisory Lead

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

Job description

Job Opportunities (Summary)

Multiple Financial Services roles are listed, primarily in Johannesburg and surrounding areas, with responsibilities spanning financial planning, insurance advisory, client relationship management, and sales. The postings include Liberty Life and other financial services employers, detailing requirements, remuneration, and expectations. This refinement preserves the original content language while reorganizing into clearly structured sections for readability and compliance.

Responsibilities (selected exemplars from postings)

• As a Financial Advisor / Wealth Planner, manage a portfolio of clients, provide ongoing financial planning support, develop new business opportunities, and offer advice on investments, retirement planning, estate planning, and risk management while ensuring regulatory compliance.
• Prospect and acquire new clients, deliver financial products and services in a professional, client-focused manner, and build long-term client relationships.
• Collaborate with Financial Service Providers and internal departments to resolve client queries; maintain regular client communication; develop comprehensive financial plans tailored to client needs.
• Identify opportunities for cross-selling and upselling; network with professionals and attend industry events; contribute to marketing initiatives.
• Prepare reports for clients and management; ensure up-to-date product knowledge, compliance with regulatory requirements, and accurate documentation.
• Provide in-store financial guidance in retail environments, engage with walk-in customers, deliver compliant, needs-based financial advice, and meet sales targets.
• Assist with client administration tasks, including meeting preparation, documentation, new business applications, and record keeping to ensure regulatory compliance.

Qualifications & Requirements (selected)

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) and relevant certifications (RE5, Class of Business, Fit and Proper status).
• Minimum experience in a Financial Planning or advisory role (varies by posting; typical ranges 2–4+ years).
• Proficiency in Microsoft Excel; drivers license and own vehicle may be required; experience with high-net-worth clients is a plus.
• Certifications such as CFP®, FAIS-related regulatory exams completed; ITC/Credit clear; clear criminal and credit records.

Remuneration & Benefits (selected)

• Basic salary ranges and uncapped commission; competitive benefits including medical aid and provident funds in some postings.
• Flexibility in schedule; mentorship, training, and development opportunities; support structures across marketing, product, and operations.

Is this job a match or a miss?

Locations include Johannesburg, Gauteng, Observatory (Cape Town), Edenvale, and other parts of South Africa. Multiple postings indicate ongoing hiring activity. If you are exploring roles in financial planning, insurance advisory, or client-facing financial services with a focus on relationship management and regulated advisory work, these postings may be relevant.

Notes

Potential applicants should verify each posting for current status, location, and role-specific requirements. Some postings indicate “Posted today” or “Posted X days ago” and may reflect different employers or regions. This refinement preserves the breadth of information while removing extraneous boilerplate and ensuring the final content is structured, readable, and compliant with formatting standards.