Liberty | Wealth Planner | Training from 1st day

“It seems like you’re the kind of person who refuses to settle…” Does this sound familiar? You know you’re capable of more than your current role allows. You want freedom. The kind that’s earned, not given. You enjoy taking ownership because you ...

Minimum Qualifications

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience

Requirements

• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path

What’s the biggest challenge you’re facing in your career right now?

Most ambitious people say the same things:

This role solves those exact problems.

THE OPPORTUNITY

We’re looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand. A brand that is well established and trusted within the South African economy.

But here’s the honest, refreshing truth:

This isn’t instant freedom. You will start under supervision, with clear guidance, direction, and structured learning.

That’s how top performers grow fastest.

As you begin seeing clients, your flexibility increases immediately and in reality, that means more time out in the field, building your business and engaging with people.

This isn’t just a job:This is a career with purpose.

WHAT YOU WILL ACTUALLY DO

“How am I supposed to succeed if I’ve never done financial planning before?”

Great question — and exactly the type high‑calibre thinkers ask.

Here’s how:

Your only job is to bring your ambition and work ethic.

THIS ROLE IS PERFECT FOR YOU IF:

Experience is helpful, not essential. Your mindset matters more.

WHAT’S IN IT FOR YOU?

Required Skills

• Strong Networking, Communication And Social Skills
• Driven By The Challenge Of A Sales Environment And Writing Business
• A High Flying Entrepreneur: 1 to 2 years

Candidate Requirements

• Grade 12-Matric
• A degree within any financial field
• Min 3 years working experience
• SA ID
• Clear credit and no criminal record
• Reliable car (non-negotiable)
• Laptop is essential
• Unlimited internet connection preferable unlimited WIFI
• Driven by the challenge of a sales environment and writing business
• Strong networking, communication and social skills are essential
• A high flying entrepreneur who is ready for the next step in their career with unlimited potential
• You are willing to commit to a self-development learning path