Financial Planner | Cape Town

A Career That Speaks for Itself. You know that moment when someone says,“I just helped a client retire early” … like it’s no big deal? That’s the level we operate on. Liberty is seeking driven, high‑potential professionals ready to build

Key Responsibilities

Client Consultation&Strategy Development Understand client goals and create tailored financial plans

Investment&Risk Advisory Provide informed guidance aligned with market trends and client needs

Relationship Management Build and maintain long‑term client partnerships

Ongoing Review&Optimisation Adapt strategies as client circumstances and markets evolve

Compliance&Professional Standards Maintain the highest levels of integrity and regulatory adherence

Candidate Profile

Matric essential; degree in Finance, Economics, Law or related field preferred

Valid driver’s license and own vehicle

Strong interpersonal and communication skills

Analytical thinker with a strategic mindset

Self‑motivated, ambitious, and performance‑driven

High ethical standards and professionalism

Career Value Proposition A role where your impact is measurable:

In the lives you influence

In the wealth you help create

In the career you build

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