Financial Planner (Training provided)

Liberty Standard Bank Group

Are you a motivated sales professional who thrives on building relationships and achieving results?

This is an exciting opportunity to enter the world of financial services — no prior industry experience required.

We’re looking for ambitious, business-minded individuals with a proven sales drive and a hunger to succeed. You’ll receive extensive training, upskilling, and study opportunities to develop into a licensed Financial Planner.

What’s on offer

Uncapped earning potential
Comprehensive training, mentoring, and professional development
Financial qualifications fully supported by the company
Clear growth path within a large national financial services brand
A professional, client-focused career in the corporate financial services industry

Key Activities

Networking and prospecting to establish and maintain long-term client relationships ( generate new business via various methods of prospecting and referrals)
Attend meetings with clients, both in-person and virtual
Conduct detailed financial needs analysis and provide professional advice
Create and protect the financial security and wealth of others
Assist clients in achieving their financial goals and maintain and grow client portfolios
Assist with queries and complaints
Do regular client reviews
Remain accredited and up to date with relevant market and industry related subjects

We’re looking for

Strong sales background or target-driven mindset
Self-motivated, disciplined, and ambitious
Confident communicator with a client-centric approach
Tertiary qualification is beneficial, Matric is essential
Own car & license - non-negotiable (you’ll meet clients by appointment)
Clear credit and criminal record (essential)
Laptop

If you’re ready to turn your sales skills into a long-term, rewarding career in finance — and you’re driven by success and results — we’d love to hear from you.

Please apply online OR email your latest CV to ***email_hidden***

*Shortlisted candidates will be contacted via email, kindly keep an eye on your inbox