2026 Financial Advisor

Helping people grow and protect what is close and dear to them for the past 23 years. Risk and retirement specialist. Do you want to leave a legacy?…

Liberty is looking for self‑driven, entrepreneurial individuals who want to build a practice for themselves in the field of financial planning.

Full training provided, benefits and uncapped commission structure on every product.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win‑win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements

Seniority Level

Entry level

Employment Type

Full‑time

Industries

Insurance

Referrals increase your chances of interviewing at Liberty Group South Africa by 2x

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