Wealth Planner | Training from 1st day

You know you’re capable of more than your current role allows. You want freedom. The kind that’s earned, not given. You enjoy taking ownership because you trust your own drive. And deep down, you’ve always felt a little entrepreneurial… even if you haven’t called it that yet.

“I’m capped, my earning potential isn’t tied to my effort.” “I want to build something of my own, but I don’t know where to start.” “I want a career with meaning, not just a job.”

Build real relationships with clients

Help them protect, grow, and structure their wealth

Shape financial plans that change lives

Transition from structured supervision → confident independence

Run your day like a business owner as your competence grows

You get world‑class training

You work under structured supervision while building your competence

Experienced mentor guides you step‑by‑step

You gain access to a trusted brand and full support ecosystem

You’re equipped with systems, tools, and frameworks proven to build a book from scratch

You’re hungry, driven and goal‑oriented

You enjoy working with people

You want to build long-term financial independence

You value structure while you learn, and freedom once you’re competent

You’re comfortable being in control of your own results

You’ve always felt “made for more”

The chance to build generational income

Freedom that grows as you do

Support, structure, and training that removes the guesswork

A career that expands with your capability

Flexibility once you begin meeting clients

“It seems like you’re the kind of person who refuses to settle…”

Does this sound familiar? If that description mirrors who you are, keep reading.

What’s the biggest challenge you’re facing in your career right now? Most ambitious people say the same things:

This role solves those exact problems.

THE OPPORTUNITY

We’re looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand.

A brand that is well established and trusted within the South African economy.

But here’s the honest, refreshing truth: This isn’t instant freedom. You will start under supervision, with clear guidance, direction, and structured learning.

That’s how top performers grow fastest.

As you begin seeing clients, your flexibility increases immediately and in reality, that means more time out in the field, building your business and engaging with people.

This isn’t just a job: This is a career with purpose.

WHAT YOU WILL ACTUALLY DO

“How am I supposed to succeed if I’ve never done financial planning before?” Great question — and exactly the type high-calibre thinkers ask.

Here’s how:

Your only job is to bring your ambition and work ethic.

THIS ROLE IS PERFECT FOR YOU IF:

Experience is helpful, not essential.

Your mindset matters more.

WHAT’S IN IT FOR YOU?

How to Apply:

You can apply for this job by sending your CV to the company via email or through their website.