Modimolle: Financial / Wealth Planner posted by Liberty Standard Bank Group

January 29, 2026 Jobs in Modimolle

Liberty Standard Bank Group

Waterberg

Accounting / Finance

Job Description

About the Role

Liberty Standard Bank Group is an industry leader within the financial service industry, and we are seeking an experienced Financial/Wealth Advisor to join our team. As a key member of our team, you will be responsible for providing high-quality financial advice to clients, building strong relationships, and driving business growth.

Key Responsibilities

Prospecting and closing of new business
Networking to obtain new clients
Advising clients on what is needed to meet their financial goals
Maintaining of existing business and servicing existing clients
Developing and presenting financial planning recommendations
Maintain and adhere to providing a holistic approach to financial advice
Establishing and defining a professional relationship with clients
Doing Financial Needs Analysis daily to give quality advise
Analysing and evaluating of financial information
Staying connected with clients constantly and providing services as clients enter different stages of their lives
Setting up meetings to see clients

Requirements

Matric
Successfully completed the Class of Business exam
Successfully completed the Regulatory Exam for representatives (RE5) exam
Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
Currently registered with the Financial Sector Conduct Authority as a full representative
Must be computer literate
Must have excellent negotiation and presentation skills and possess the ability to realise deals
Must have high initiative and entrepreneurial skills and must be able to work independently
Own transport

Qualifications

Bachelor’s degree or equivalent
Certified Financial Planning (CFP) qualification

Salary & Benefits

Salary will be discussed during the interview process and will be based on a commission structure.

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How to Apply

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About Accounting / Finance Jobs in Waterberg

In the Waterberg region of South Africa, the accounting and finance industry is a significant sector, with various multinational companies and local businesses operating in the area. The job market for accounting and finance professionals in this region typically offers stable employment opportunities, particularly in industries such as mining, manufacturing, and financial services.

Generally, accounting and finance professionals in Waterberg can expect to earn salaries within broad ranges of R600 000 to R1 200 000 per annum, depending on factors like experience, company size, and industry sector. However, it’s essential to note that these figures are approximate and may vary widely depending on individual circumstances. Salaries can also fluctuate based on performance, bonuses, and benefits packages.

Common skills required for accounting and finance roles in Waterberg include proficiency in financial software (such as SAP or Oracle), strong analytical and problem-solving skills, attention to detail, excellent communication skills, experience with budgeting and forecasting tools, knowledge of tax laws and regulations, and proficiency in Microsoft Office. Additionally, having a degree in accounting or a related field is typically required for most positions.

Industry sectors that commonly employ accounting and finance professionals include the financial services sector, technology industry, manufacturing sector, and mining industry. These industries often require accountants and finance professionals to oversee financial management, budgeting, forecasting, and compliance with regulatory requirements.

For career development, accounting and finance professionals in Waterberg can expect opportunities for advancement within their current company or consideration for lateral moves into related fields like management consulting or business analysis. Many companies also invest in training and development programs, providing employees with the opportunity to enhance their skills and knowledge in areas such as financial planning, risk management, or sustainability.

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This information provides general career guidance. Actual salaries and requirements vary by employer.

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