Financial Planning Adviser at Liberty Standard Bank Group, Pretoria
Liberty Standard Bank Group · Pretoria, Gauteng
Overview
Liberty Standard Bank Group is looking for a Financial Planning Adviser in Pretoria to help clients reach their money goals. You will build relationships, analyse financial needs and put together personalised plans. This is a commission based role with uncapped earning potential and a 70/30 split in your favour. If you have a financial qualification and a passion for sales and client service, this could be your next big step.
About the role
As a Financial Planning Adviser at Liberty Standard Bank Group in Pretoria, you will work directly with clients to understand their financial goals and help them plan for the future. This is a relationship driven role where you will guide people through important money decisions, from investments to insurance and long term planning.
What you will be doing:
- Building and maintaining relationships with new and existing clients
- Conducting financial needs analyses and developing tailored financial plans
- Researching investment options, insurance policies and other financial products
- Gathering and analysing client financial data such as income, expenses, assets and liabilities
- Monitoring financial markets and industry news to support investment strategies
- Keeping accurate client records using CRM and financial planning software
- Creating reports and visual summaries like charts and presentations for client meetings
- Attending training sessions and staying up to date with financial regulations and trends
- Ensuring compliance paperwork and documentation meet regulatory requirements
Requirements
- 1 year of experience in sales and client servicing is preferred
- Minimum NQF 5 qualification in Wealth Management, Financial Planning, Finance, Banking or a related field
- Strong interpersonal and client relationship skills
- Self motivated, ethical and goal oriented
Responsibilities
- Build relationships with new and existing clients to understand their financial goals
- Conduct financial needs analyses and develop financial plans for clients
- Research investment options, insurance policies and other financial products
- Maintain accurate client records using CRM and financial planning software
- Gather and analyse client financial data including income, expenses, assets and liabilities
- Monitor financial markets and industry news to support investment strategies
- Attend training sessions and stay updated on financial regulations and trends
- Ensure compliance paperwork and documentation for regulatory requirements is in order
- Create reports and visual summaries such as charts and presentations for client meetings
Benefits
Commission based with uncapped earning potential, 70/30 split with 70% to the Adviser
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Pretoria, Gauteng
- Job type
- Full time
- Experience level
- Entry (1+ years)
- Education
- Certificate
- Salary
- Commission based with uncapped earning potential starting from a 70/30 split / monthly
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This is a great foot in the door if you are starting out in financial planning. Liberty is a well known name in South African insurance and financial services, so getting experience here counts for a lot.
Because the role is commission based, you need to be comfortable with the idea that your income depends on how well you build and serve your client base. The 70/30 split is generous compared to many similar roles, but it still means you eat what you kill.
When you apply, highlight any sales experience you have, even if it was in retail or a call centre. They want to see that you can talk to people, listen to their needs and follow through. Also make sure your CV clearly shows your NQF 5 or related qualification.
In an interview, be ready to talk about how you would approach a client who is nervous about investing. They will want to see that you can simplify complex financial concepts and build trust.
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
- Our AI tailors your CV to match this job's keywords and requirements, so it stands out to recruiters and screening systems.
- A custom cover letter is written specifically for this role — no generic templates.
- We gather the documents this job needs: CV. SPAAN NOW pulls these from your profile and packages them together, ready to attach.
- Once your application is prepared, we show you exactly how and where to apply — just follow the link to the employer and submit your ready-made CV, cover letter and documents.
- Mark it as applied under Applications to keep track, and if you're shortlisted, use AI Interview Prep to practise questions commonly asked for roles like this.
We do the hard part — tailoring and gathering everything — so applying yourself only takes a minute.
Spaan Talk
Nobody has said anything yet. Be the first.