Polokwane: Financial Advisor / Wealth Planner Career posted by Liberty Standard Bank Group

March 1, 2026 Jobs in Capricorn

Liberty Standard Bank Group

Capricorn

Accounting / Finance

Job Description

Financial Planners We at Liberty are geared for success and expanding our Sales Force! We, Liberty , are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals. The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. Responsibilities Sourcing and meeting potential clients Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc. Completing financial needs analysis on clients. Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed. Protect, secure, and grow clients’ wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning. Providing investment opportunities across a broad spectrum of regulated products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Requirements Tertiary Qualifications Relevant tertiary qualifications will be highly desirable. Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential. Experience Finance, Financial planning, or Wealth Management experience. Personality Customer-centric & results driven. Professional Communication standards Clear credit record, with no criminal record. Valid drivers license (compulsory). Own reliable transport (compulsory). Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mindset (must be able to work independently). Exceptional Interpersonal skills. An established network of clients and the ability to prospect for new business. Sales ability. Tenacity. Effective planning, organizing, and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential. The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications. Utilise established support tools & services of an international business. Salary Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

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About Accounting / Finance Jobs in Capricorn

In the Capricorn region of South Africa, the accounting and finance sector is a common industry, typically employing individuals with expertise in financial management, budgeting, and analysis. Generally, this field offers stable job prospects, with many companies requiring skilled professionals to manage their financial operations.

Typically, accounting and finance roles in Capricorn offer salaries that fall within broad ranges, often between R500 000 to R1 million per annum, depending on factors such as experience, company size, and industry sector. Commonly, senior positions may command higher salaries, while entry-level roles tend to be lower. However, it’s essential to note that actual salaries can vary significantly, with variations influenced by individual circumstances.

Common skills required for accounting and finance roles in Capricorn include proficiency in financial software, such as Microsoft Excel or SAP, as well as strong analytical and problem-solving abilities. Additionally, excellent communication and interpersonal skills are often necessary for effective collaboration with colleagues and management. Typically, a degree in accounting or finance is also a common prerequisite for these roles, although some employers may consider candidates with relevant work experience.

Several industries commonly employ accounting and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. Generally, these sectors require skilled accountants to manage their financial operations, prepare budgets, and provide financial analysis.

For career development, it’s often beneficial for accounting and finance professionals in Capricorn to consider advancing through senior roles or transitioning into related fields, such as business management or entrepreneurship. Typically, senior accounting positions may involve overseeing departmental activities, while more advanced roles may require a postgraduate degree or professional certification.

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

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