Financial Advisor – Build Your Own Practice

About the role

Liberty Standard Bank Group is looking for entrepreneurial individuals who want to build their own financial advisory practice while helping clients achieve long‑term financial security. This full‑time position offers the freedom to develop a personal client base and grow a thriving business under the trusted Liberty brand.

Key responsibilities

• Build and manage a client portfolio through networking, referrals and proactive prospecting.
• Provide holistic, customised financial advice covering wealth creation, risk protection and retirement planning.
• Conduct comprehensive financial needs analyses and family care plans.
• Perform regular portfolio reviews to keep clients on track with their goals.
• Maintain long‑term relationships through consistent engagement and exceptional service.
• Strengthen personal brand and expand business within the financial services industry.

Required profile

• National Senior Certificate (Grade 12); a recognised diploma or degree is advantageous.
• Minimum 2 years of sales experience.
• Valid driver’s licence, own vehicle, laptop and uncapped internet.
• Clear criminal and credit record; FAIS compliance and relevant financial qualifications are a plus.

Required skills