Wealth Planner

About the role

Liberty Standard Bank Group is seeking a motivated Wealth Planner to join its team of financial advisers in Johannesburg. You will work directly with clients to develop personalised financial strategies that protect and grow their wealth, while enjoying autonomy over your daily schedule and client interactions.

Key responsibilities

• Conduct initial and review meetings with clients, capturing all relevant information.
• Analyse client data to recommend suitable financial strategies and products.
• Prepare client reports with compliant disclosures and visual illustrations.
• Schedule and manage review meetings in line with agreed timelines.
• Maintain up‑to‑date and complete client files.

Required profile

• Matriculation certificate (essential); a degree is preferred.
• Relevant regulatory qualification (RE) highly advantageous.
• Clear credit and criminal record.
• Access to a laptop and a vehicle (or vehicle access).

Required skills

What we offer

• Flexible working hours and the ability to work independently.
• Continuous training, mentorship and specialised support.
• Opportunity to earn high commissions based on business generated.
• Group life benefits and the chance to join a reputable, secure brand.