Financial Planners (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.

The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits.

We aim to be the first choice for clients and financial planners in South Africa and aspire to become the largest, tied independent insurance distribution company in the world.

EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work.

Role Description

This is a full-time hybrid role for Financial Planners, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home options available.

The Financial Planner will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products.

The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Qualifications

Financial Planning and Financial Advisory skills (will be trained on)

Minimum 2 years work experience essential

Knowledge of Finance, Investments and Retirement Planning

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to build and maintain strong relationships with clients

Relevant industry qualifications such as CFP or FAIS an advantage

A Bachelors degree in Finance, Business Administration, or related field an advantage

Own car and a valid drivers license essential

Must have a clear credit record and criminal record

Must be a South African Citizen or South African Permanent Resident with a South African ID number

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 for a confidential career discussion.

Seniority level

Entry level

Employment type

Full-time

Referrals increase your chances of interviewing at EQ-FIN by 2x.

Benefits

None specified.

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