Financial Advisors (Business Centres across South Africa)

Financial Advisors (Business Centres across South Africa)

EQ-FIN City of Johannesburg, Gauteng, South Africa

Join EQ-FIN as a Financial Advisor – Shape Your Future, Empower Others Opportunities across South Africa

Company Description

EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. Our offerings include insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids, and corporate benefits. Our vision is to be the first choice for clients and financial advisers while aiming to become the world's largest tied independent insurance distribution company. We believe that job creation fosters a healthy South Africa.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in one of the Business Centres across South Africa, with some work from home allowed. The Financial Advisor will be responsible for meeting with clients to discuss financial goals, developing comprehensive financial plans, providing advice on insurance and risk products, and recommending investment strategies. The role also involves monitoring clients' financial portfolios, ensuring compliance with regulatory standards, and staying updated on industry trends and product offerings.

Qualifications

• Knowledge of financial planning, insurance, and investment products an advantage
• Excellent communication and interpersonal skills for client interactions
• Ability to analyze financial data and provide strategic recommendations
• Proficiency in regulatory compliance and industry standards
• Minimum of a Matric qualification essential
• Bachelor's degree in Financial Planning, Wealth Management, Insurance, or a related field an advantage
• Certified Financial Planner (CFP) or relevant certification an advantage
• Experience in the financial services industry an advantage
• A minimum of 2 years work experience essential
• Self-motivated and able to work independently and in a team-oriented environment
• Own Car and a valid Drivers License essential
• Clear credit record
• Clear criminal record
• Must be a South African Citizen or South African Permanent Resident

You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey.

If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or +27 (0) for a confidential career discussion.

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