Financial Planner (Sales & Advice) at Liberty in Bloemfontein
Liberty Standard Bank Group · Bloemfontein, Free State
Overview
Liberty is looking for a driven Financial Planner to join their Bloemfontein team. You will build your own practice under the Liberty brand, providing holistic financial advice to private and business clients. This role suits someone with at least three years of client facing experience and a strong sales track record. You need your own vehicle and a valid driver's license. If you are ambitious, proactive and ready to help people achieve financial freedom, this could be your next career move.
About the role
As a Financial Planner at Liberty Standard Bank Group in Bloemfontein, you will have the opportunity to build and manage your own professional practice while helping clients work towards their financial goals. You will be responsible for networking and prospecting to find new clients, meeting with them in person to understand their needs and provide tailored financial advice and solutions. Building and maintaining strong client relationships is key, as you will offer ongoing holistic financial planning support.
To apply, please note that Liberty requires a clear credit and criminal record. You must have your own vehicle and a valid driver's license.
Requirements
- Matric is essential
- A tertiary qualification is highly preferential
- Minimum of three years full time working experience in a client facing environment
- Proven track record in sales
- Own vehicle and valid driver's license is non negotiable
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently
- Clear credit and criminal record
- Proactive, career driven with strong business acumen
Responsibilities
- Network and prospect to source new clients
- Meet with clients in person to provide advice and solutions
- Grow and maintain existing client relationships
- Provide ongoing holistic financial planning advice to clients
- Ensure full compliance with all applicable legislation
- Build and manage your own professional practice under the Liberty brand
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Bloemfontein, Free State
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
Landing a financial planning role at Liberty is a great step for your career. They value sales ability and relationship building just as much as financial knowledge. If you have a strong sales background and enjoy working with people, make sure your CV clearly shows your client facing experience and any sales targets you have met.
In your interview, be ready to talk about how you have built trust with clients in the past and how you handle rejection. Financial planning can be challenging, but it is also very rewarding. Highlight your ability to work independently and your drive to succeed.
Remember to bring your matric certificate and driver's license to the interview. Good luck!
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