Pretoria: Financial Planner posted by Liberty Standard Bank Group

March 2, 2026 Jobs in Northern Suburbs

Liberty Standard Bank Group

Tshwane

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 Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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

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