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Wealth Planner (Sales & Advice)

Durban
Salary: Market Related
Job Type: Permanent
Sectors: Banking Marketing Sales
Benefits: Medical Aid Pension Bonus Training Group Life cover and more
Reference: WPDbn0526

Apply before Jul 06 2026 | 61 Days left

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Vacancy Details

Employer: Liberty Standard Bank Group

Are you ambitious, driven, and done settling for average? This isn’t a typical role—we’re looking for entrepreneurial, self-led individuals who know how to build strong networks and want their results to speak for themselves. If you’re serious about success and ready to take ownership of your future, you’ll fit right in.

This role is a launchpad for a long-term, professional career in a high-performance corporate environment. You’ll receive full training, one-on-one mentorship, and the opportunity to work towards a sought-after post-graduate qualification — all while building your own client base and brand.

Excellent opportunities for advancement and growth within a large financial group.

Duties & Responsibilities:

Network and prospect to secure new clients
Help clients understand their financial goals and create clear, actionable plans to reach them
Project future outcomes based on their savings and investments
Safeguard your clients by ensuring they are covered for any financial risks that may arise.
Recommend adjustments and do regular reviews
Support retirement planning and long-term financial security
Guide both individuals and businesses in making smart, informed financial decisions

You'll also:

Work closely with business clients to shape financial strategies that support sustainable growth
Be part of a respected team with ongoing support and training
Build a career that offers real purpose, personal development, and long-term earning potential

Required Skills

Sales: 2 to 3 years

Candidate Requirements

Requirements:

Minimum Qualifications:
Matric (essential)
Tertiary qualification is highly preferred

Non-negotiable Requirements:
Clear Credit record
Clear Criminal Record
Own Transport and Drivers License essential

Previous working experience in a sales or client facing environment is required

Personality Traits & Skills required for this role:

Prospecting and Networking skills

Academic ability

Proven Sales Ability or Entrepreneurship

Ability to work independently but as part of a bigger team

Other requirements:

Fluency in spoken and written English (fluency in additional SA langauges is beneficial)

Strong Computer / Technological literacy

Interested?

This is not for everyone. If you’re comfortable with average, this isn’t your role. We’re looking for driven, highly ambitious individuals who take ownership, build powerful networks, and are relentless in their pursuit of success. If you want control over your professional future—and the rewards that come with it—you are the sort of candidate we would like to meet.

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