The future of the financial planner career in South Africa is strong, with growing demand and evolving roles that leverage technology to enhance human-centered, holistic advice. The industry is shifting from a sales-focused, product-centric model to one that prioritizes a comprehensive and empathetic coaching approach to help clients manage their financial well-being. 

If this sounds like the career for you, keep reading...

Are you entrepreneurial, ambitious and great with people?
Liberty is looking for driven individuals ready to build a serious career in financial advice. We’ll train and develop you into a trusted Financial Professional while you grow your own client base in an environment where your earning potential is entirely performance-driven.

Opportunities for further studies and career advancement.

What You’ll Do:

• Build and manage your own pipeline through networking and prospecting

• Meet private & business clients face-to-face and give tailored financial planning advice

• Identify insurance, investment and risk needs

• Recommend solutions based on each client’s goals

• Educate clients on insurance, medical aid, investments and corporate benefits

• Maintain long-term client relationships and handle queries professionally

• Source new business from existing clients and referrals

 This is a client-facing, sales-focused role – you must be comfortable meeting clients in person. This role is ideally suited to individuals who are motivated by performance-based earnings, where effort equals reward.