Wealth Advisor Opportunity at Liberty Standard Bank Group
Liberty Standard Bank Group · Umhlanga, Ballito, Westville, Kloof, PMB, Bloemfontein, Polokwane
Overview
Liberty Standard Bank Group is looking for Wealth Advisors to run their own practice across Umhlanga, Ballito, Westville, Kloof, PMB, Bloemfontein, and Polokwane. This is a great chance for young South Africans who want to build a career in financial planning while enjoying the freedom of self-employment with full support, training, and uncapped earning potential. If you have a matric, a driver's licence, and your own vehicle, this could be your entry into the financial services industry.
About the role
As a Wealth Advisor with Liberty Standard Bank Group, you will have the unique opportunity to run your own financial planning practice with the backing of a established industry leader. You will be in business for yourself but not by yourself, receiving world class training, development, and ongoing support to help you succeed.
Your main focus will be on building relationships with clients, understanding their financial goals, and providing tailored long term financial solutions that meet their specific needs and risk profiles. You will be responsible for sourcing your own prospective clients and managing your own schedule, which gives you the flexibility to build a practice that works for you.
To apply, submit your CV through the PNet listing. The company offers medical aid, group benefits, and the chance to study towards a National Diploma in Financial Planning while you work. This role is perfect for self-motivated individuals who are ready to take ownership of their career and income.
Requirements
- Matric (Grade 12) or equivalent
- Valid driver's licence
- Own reliable vehicle
- Self-motivated with an entrepreneurial mindset
- Strong communication and interpersonal skills
- Ability to source and manage your own clients
- Willingness to study towards a National Diploma in Financial Planning
Responsibilities
- Source and develop your own pipeline of prospective clients
- Assess each client's risk profile and financial objectives
- Provide long term financial solutions tailored to client needs
- Build and maintain lasting client relationships
- Manage your own daily schedule and business activities
- Complete industry training and development programmes
Benefits
Medical Aid, Group Benefits, Opportunity to study a National Diploma in Financial Planning, Flexibility of managing your own business, Rewarding income and uncapped commission
Job details
- Organisation
- Liberty Standard Bank Group
- Location
- Umhlanga, Ballito, Westville, Kloof, PMB, Bloemfontein, Polokwane
- Job type
- Full time
- Experience level
- Entry
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This Wealth Advisor role at Liberty Standard Bank Group is a fantastic opportunity if you are looking to start a career in financial planning and want the freedom of running your own practice. The company provides top class training and support, so you do not need prior experience in financial services to apply.
To stand out, highlight any sales, customer service, or entrepreneurial experience you have, even if it is from part time work or volunteering. Show that you are self driven and good with people. Make sure your CV is up to date and that you clearly state that you have a valid driver's licence and your own vehicle, as these are non negotiable for the role.
In an interview, expect questions about how you build trust with clients and handle rejection. Be ready to talk about your goals and why you want to run your own business. Remember, this is a commission based role, so focus on your drive and resilience. Go for it and good luck!
How we help you prepare
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