Western Cape: Financial Planner-Join our Championship Team posted by Liberty Standard Bank Group

March 25, 2026 Jobs in South Africa

Liberty Standard Bank Group

South Africa

Accounting / Finance

Job Description

Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client’s finances. As a Financial Planner you will learn to build your practice with the support and grooming of sales coaches and experienced planners as well as receive accredited training. You will balance new client development, sales activities, customer service and compliance with personal and professional growth and development. Duties and Responsibilities Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments and meet minimum performance and production standards. Meet production targets that impact overall company revenue goals. Demonstrate proficiency in the use of Liberty tools and systems. Develop a book of business consistent with Libertys standards. Provide a high level of client service. Manage the full scope of a client relationship by evaluating the clients financial needs, investment opportunities, and insurance needs. Develop client pipelines by prospecting, networking and engaging in initiatives. Recommend financial solutions based on client needs. Completed post matric related qualification in marketing, business, law, economics, investments, risk management etc Own laptop (Windows 7 professional) Clear credit rating No criminal record Own vehicle and drivers license Remuneration R10000.00 start up stipend (NEW to industry only) Uncapped comission Corporate benefits Professional accredited training and development

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About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.

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

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