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Wealth Planner / Financial Planner - Liberty Life Group






Liberty Financial Advisers

Professional Financial Adviser

Finance, Insurance, and Investment

If you are an exceptionally driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent Liberty.

This is an opportunity to advance your career within one of the major financial services companies in South Africa.

Liberty offers a structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.

Please Note: This position is based in Durban, KZN.


Provide holistic financial planning advice to private and business clients by identifying their

Investment and lifestyle needs. Identify new business opportunities and develop and

Implement strategies, and manage individual and corporate relationships.

Key Accountabilities:

Source, develop and cultivate your own client base by networking, referrals and prospecting

Meet clients in person to provide them with financial planning advice and solutions

Provide on-going financial planning advice to retained clients

Develop and implement strategies to obtain and manage business opportunities arising within

Private and Corporate accounts

Manage and strengthen relationships

Resolve client concerns, queries and/or complaints

Career Growth

Opportunity to establish yourself as a financial professional and build your own practice

under the Liberty brand

Opportunity to further your studies

Supportive environment to allow you to focus on providing excellent customer service and

growing your client base

Full training and mentorship

Corporate environment and big company presence, branding and advertising, marketing

material, IT and admin support, product specialists etc.

Continuous and on-going In-house training and development

Recognition - monthly and annual incentives and rewards

Opportunities for advancement and growth



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