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Financial Planner and Advisor

KwaZulu-Natal
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Finance Consulting
Benefits: To be discussed at the initial interview
Reference: 1896895
Employment Equity Position

Apply before Jul 26 2023 | 53 Days left

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Vacancy Details

Employer: EQ-FIN

We are looking for aspiring and established Financial Planners!

If you love finances and enjoy helping people make the right lifestyle planning decisions,

You will love this career opportunity!

Join a team of successful Planners and Advisors within our organisation and receive leading industry training, a mentorship program, and an ongoing support structure to help you build your career and grow your portfolio.

Provide sound, comprehensive financial advice , and guidance to clients

Coach, educate and work with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short- medium, and long-term financial goals

Meet with clients to form a customized financial outlook including expenses, income, insurance coverage, tax status, risk tolerance, or other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth

Review clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals

Build and maintain strong relationships to retain existing clients

Identify and cultivate new clients and be innovative in crafting solutions to improve their financial situation

Ensure that clients' financial goals are met, whilst fostering long-lasting relationships

Required Skills

Excellent Customer Service Skills
Excellent Listening Skills
A Good Level Of Numeracy And It Skills
An Ethical And Professional Approach To Work
A Target-Driven And A Results-Oriented Mindset
Self-Starter With An Entrepreneurial Spirit
Strong Networking And Relationship-Building Skills
Effective Time Management And Organizational Skills
Discretion And An Understanding Of The Need For Client Confidentiality

Candidate Requirements

Matric essential
Bachelor’s degree (Advantageous)
Minimum 2-3 years work experience
Own transport
Valid driver’s license
Clear credit history
No criminal record
Own laptop
Resources to be able to work remotely when required
COVID vaccination mandatory

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About EQ-FIN

EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry.

While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service.

We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world.

We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.