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42 Wealth Planner Wesrand jobs in SouthAfrica

Wealth Planner

Pretoria, Gauteng Liberty Group

Posted 1 day ago

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Job Descriptions

Are you ready to turn your financial expertise into real impact? As our Financial Adviser, you will be the trusted partner helping clients achieve their life goals — from buying their first home to planning a secure retirement. You’ll gain access to comprehensive resources and support to excel in your role.

Your duties and responsibilities will include:

  • Advising clients on financial planning, investments, insurance, and retirement strategies, while building strong, long-term relationships.

  • Analyzing clients’ needs and tailoring solutions that help them achieve their personal and professional goals.

  • Monitoring market trends and financial products to provide up-to-date and effective recommendations.

  • Preparing and presenting financial strategies clearly and professionally to build trust and confidence.

  • Supporting clients through key life decisions, helping them feel secure about their financial future.

  • Collaborating with internal specialists and utilizing modern tools to deliver high-quality advice.

  • Continuously developing your expertise through training, certifications, and industry insights.

  • Relevant degree preferred.

  • Own vehicle is a must.

  • Valid driver’s license.

  • No bad debt.

  • Clear criminal record.

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Financial / Wealth Planner

Rustenburg, North West Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial goals Maintaining of existing business and servicing existing clients Developing and presenting financial planning recommendations Maintain and adhere to providing a holistic approach to financial advice Establishing and defining a professional relationship with clients Doing Financial Needs Analysis daily to give quality advise Analysing and evaluating of financial information Staying connected with clients constantly and providing services as clients enter different stages of their lives Setting up meetings to see clients · Matric · Successfully completed the Class of Business exam · Successfully completed the Regulatory Exam for representatives (RE5) exam · Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits) · Currently registered with the Financial Sector Conduct Authority as a full representative · Must be computer literate · Must have excellent negotiation and presentation skills and possess the ability to realise deals · Must have high initiative and entrepreneurial skills and must be able to work independently · Own transport Inherent requirements and skills applicable to this vacancy · Excellent analytical skills · Excellent communication skills · A sound understanding of various financial policies, products and portfolios · Passionate about customer care · Ability to work independently · Attention to detail · Innovative, outgoing and a dynamic persona Package & Remuneration To be discussed during the interview process and to be based on commission structure.
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Wealth Planner

Gauteng, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients To apply email your cv to
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Wealth Planner

Pretoria, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients To apply email your cv to
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Wealth Planner

East Rand, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients To apply email your cv to
This advertiser has chosen not to accept applicants from your region.

Wealth Planner

Gauteng, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients To apply email your cv to
This advertiser has chosen not to accept applicants from your region.

Wealth Planner

Johannesburg, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive training programme for professional aspirant Financial Advisors. You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice Liberty provides holistic financial planning advice to private and business clients by identifying their financial, investment and lifestyle needs You will be required to identify new business opportunities and develop and implement strategies Manage individual and corporate relationships What you must have to apply for this amazing opportunity Matric is essential A Tertiary qualification is an advantage Own vehicle and a valid drivers licence Clear credit and criminal record Good Network of potential clients To apply email your cv to
This advertiser has chosen not to accept applicants from your region.
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Wealth Planner - Wesrand

Roodepoort, Gauteng Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Leading Liberty Franchise is looking for Sales Entrepreneurs to join their fast growning team Financial or Investment Sales experience Matric and tertiary qualification Must be credit and criminal clear
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Wealth Planner

Bloemfontein, Free State Liberty Standard Bank Group

Posted 1 day ago

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Job Descriptions

Wealth Planner Finance, Insurance, and Investment Join the Liberty brand and prestigious reputation. One of SAs leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture. Earn a rewarding commission based income together with passive income flows and grow your wealth over the long term. Liberty offers a structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry. Key Accountabilities: Provide holistic financial planning advice to private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop and Implement strategies, and manage individual and corporate relationships. Source, develop and cultivate your own client base by networking, referrals and prospecting Meet clients in person to provide them with financial planning advice and solutions Manage and strengthen relationships Career Growth Opportunity to establish yourself as a financial professional and build your own practice under the Liberty brand Opportunity to further your studies Supportive environment to allow you to focus on providing excellent customer service and growing your client base Full training and mentorship Corporate environment and big company presence, branding and advertising, marketing material, IT and admin support, product specialists etc. Continuous and on-going In-house training and development Recognition - monthly and annual incentives and rewards Opportunities for advancement and growth Job Requirements Matric is essential. A Tertiary qualification is desirable. (Qualifications in Finance; Accounting; Banking; Marketing, Business) Able to network, prospect and build relationships Clear credit and criminal record
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Wealth Planner

Johannesburg, Gauteng Liberty Group

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

Are you ready to turn your financial expertise into real impact? As our Financial Adviser, you will be the trusted partner helping clients achieve their life goals — from buying their first home to planning a secure retirement. You’ll gain access to cu.

Your duties and responsibilities will include:

  • Advising clients on financial planning, investments, insurance, and retirement strategies, while building strong, long-term relationships.
  • Analysing clients’ needs and tailoring solutions that help them achieve their personal and professional goals.
  • Monitoring market trends and financial products so you can offer clients up-to-date and effective recommendations.
  • Preparing and presenting financial strategies in a clear, approachable way that builds trust and confidence.
  • Supporting clients through key life decisions, helping them feel secure about their financial future.
  • Collaborating with internal specialists and using modern tools to deliver the highest standard of advice.
  • Continuously developing your expertise through training, certifications, and industry insights.
  • Relevant degree preferable.
  • Own vehicle is an absolute must.
  • Driver’s license.
  • No bad debt.
  • Clear criminal record.
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

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