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

April 15, 2026 Jobs in Capricorn

Liberty Standard Bank Group

Capricorn

Accounting / Finance

Job Description

About the Role

Liberty Standard Bank Group is seeking Financial Advisors/Wealth Planners to join our rapidly expanding wealth management salesforce with a reputation for excellence. As a key member of our team, you will have the opportunity to build your own client base and invest in your current network, while receiving the skills and ability to provide quality service to clients.

Key Responsibilities

Sourcing and meeting potential clients
Analyzing 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.
Monitoring 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.

Qualifications

No formal education/certifications mentioned in the original job description.

Salary & Benefits

Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

View Job Louis Trichardt: Agri Retail Category & Marketing Manager: Packaging Solutions, Louis Trichardt (Limpopo) posted by Recruitment Web South Africa

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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.

View Job eMalahleni: Junior Accounting Processing Clerk posted by Seigo Staffing Pty Ltd

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

GO APPLY NOW

Safe & secure application process