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Financial Planner - Cape Town

  • Western Cape
  • Salary: R10 000.00 Per Month
  • Commission: Uncapped
  • Job Type: Permanent
  • Sectors: Insurance Sales Finance
  • Benefits: Medical Aid Pension Bonus Training Parking
  • Reference: CT/TM 2026

Apply before Aug 08 2026 | 61 Days left

Apply

Vacancy Details

Employer: Liberty Standard Bank Group

    ARE YOU AN ENTREPRENEUR?

    Turn your ambition into a rewarding career as a Financial Planner at Liberty – Cape Town

    Are you driven by success, passionate about helping people, and ready to build a business of your own within one of South Africa's leading financial services brands?

    At Liberty, we are looking for ambitious, professional, and entrepreneurial individuals to join our dynamic team of Financial Planners in Cape Town.

    This is more than a career opportunity. It is an opportunity to build your future while making a meaningful difference in the lives of others.

     

    Why Financial Planning?

    Financial Planners play a critical role in helping clients make informed decisions about their financial future. Whether it's building wealth, planning for retirement, protecting a family, or creating an estate plan, you become a trusted advisor guiding clients through some of life's most important decisions.

    As a Financial Planner, you will:

    ·       Meet with prospective and existing clients to understand their financial goals

    ·       Develop and implement tailored financial solutions

    ·       Assist clients with wealth creation, retirement planning, risk protection and estate planning

    ·       Build long-term relationships founded on trust and professionalism

    ·       Help individuals, families and business owners achieve financial freedom

    Giving financial advice is both a privilege and a responsibility. Clients entrust you with their financial future, and in return, you have the opportunity to make a lasting impact on their lives.

     

    What We Offer

    Exceptional Earning Potential

    • R10 000 Start-Up Stipend* (New-to-industry advisers only)
    • 70% Uncapped Commission Structure
    • Unlimited earning potential linked to your performance

     

    Career growth & development

    • Comprehensive training and development programmes
    • Ongoing mentorship and coaching
    • Professional accreditation support
    • Access to industry-leading financial planning solutions

    Employee benefits

    • Medical Aid
    • Provident Fund
    • Access to Liberty's established brand and support network

     

     


Candidate Requirements

Who We're Looking For

We are seeking individuals who are:

  • Entrepreneurial and self-motivated
  •  
  • Goal-driven with a strong desire to succeed
  •  
  • Professional, ethical and client-focused
  •  
  • Excellent communicators with strong relationship-building skills
  •  
  • Comfortable networking and developing business opportunities
  •  
  • Passionate about helping others achieve financial success

 

Minimum Requirements

  • Matric certificate (Essential)
  • Tertiary qualification advantageous, particularly finance, economics, law, entrepreneurship, marketing or similar
  • Clear criminal record
  • Clear credit record
  • Valid driver's licence
  • Own reliable vehicle

Apply

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About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

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