Financial Advisor – City of Cape Town Job at Liberty Group South Africa

At Cornerstone Advisory Services (an affiliate of Liberty & Standard Bank Group), we’re ditching traditional, admin-heavy advisory models to pioneer a modern, digitally enabled lifestyle practice. We provide the high-tech ecosystem; you bring the human touch.

What We’re Ditching:

• Daily mandatory office attendance
• Mountainous paperwork and manual admin
• Rigid corporate drag and endless classroom onboarding

What You’re Gaining:

• 100% Gross Commission Structure with total ownership mentality over your production.
• Bi-Annual Profit Share (paid in June & December) linked to your AUM, persistency, and book performance.
• Human-Augmented Tech Stack: Salesforce CRM, paperless onboarding, e-signatures, and automated client engagement.
• Full Operational Backing: Dedicated Customer Relations Assistants (CRAs) to handle review scheduling, retention touchpoints, and medical/underwriting bookings.
• Smooth Transition Support: Structured top-up funding, Liberty broker registration, and a "Friendly Broker Model" to transition your existing book without massive upfront costs.
• Freedom & Flexibility: Remote-first, cloud-based tools so you can work smarter and live better.
• Elite Corporate Perks: Group Life Cover, Income Plus Plan, Professional Indemnity Cover, and Medical Aid access after one year.

Who You Are:

• An experienced, high-performing Financial Advisor who wants true autonomy without losing high-level backing.
• Focused on building deep, long-term client relationships rather than just pushing products.
• Ready to scale your practice using modern digital tools and recurring wealth models.
• Stop trading your time for administrative noise. Focus on your clients while we handle the heavy lifting behind the scenes.

Requirements:

• South African ID.
• Own car and valid driver’s license.
• Reliable laptop and internet connection.
• Matric certificate.
• RE5 qualification (if you’ve been in the industry for 2+ years).
• Experience in sales is an added advantage.