Liberty | Wealth Planner | Training from 1st day

Job Description

“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

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?

Build real relationships with clients
Help them protect, grow, and structure their wealth
Shape financial plans that change lives
Transition from structured supervision → confident independence
Run your day like a business owner as your competence grows
You get world‑class training
You work under structured supervision while building your competence
Experienced mentor guides you step‑by‑step
You gain access to a trusted brand and full support ecosystem
You’re equipped with systems, tools, and frameworks proven to build a book from scratch
You’re hungry, driven and goal‑oriented
You enjoy working with people
You want to build long-term financial independence
You value structure while you learn, and freedom once you’re competent
You’re comfortable being in control of your own results
You’ve always felt “made for more”
The chance to build generational income
Freedom that grows as you do
Support, structure, and training that removes the guesswork
A career that expands with your capability
Flexibility once you begin meeting clients