- Gauteng
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Investment Finance
- Reference: Financial Advisors – Opportunities in Gauteng (ful
Vacancy Details
Employer: EQ-FIN
Join EQ-FIN as a Financial Advisor – Shape Your Future, Empower Others 🌟Opportunities in Gauteng (full training provided)
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 advisers 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 Advisors based in Gauteng; with some work from home options available.
The Financial Advisor 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.
Required Skills
- Financial Planning: 2 to 3 years
- Financial Services: 2 to 3 years
- Insurance: 2 to 3 years
- Wealth: 2 to 3 years
- Investment Planning: 2 to 3 years
- Investments: 2 to 3 years
- Financial Advisory: 2 to 3 years
- Insurance Broker: 2 to 3 years
- Insurance Products: 2 to 3 years
- Financial Advisement: 2 to 3 years
- Financial Planning And Forecasting: 2 to 3 years
- Financial Planning And Management: 2 to 3 years
- Wealth Planning: 2 to 3 years
- Financial Planning Experience: 2 to 3 years
- Financial Planning / Management: 2 to 3 years
- Investment Advisory: 2 to 3 years
- Investment Advisory Services: 2 to 3 years
- Wealth Building: 2 to 3 years
- Wealth Management Services: 2 to 3 years
- Wealth Preservation: 2 to 3 years
- Wealth Preservation Planning: 2 to 3 years
- Financial Advisory And Planning: 2 to 3 years
- Financial Planning & Monitoring: 2 to 3 years
- Financial Planning & Forecasting: 2 to 3 years
- Wealth Advisory: 2 to 3 years
Candidate Requirements
- 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
Qualifications
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 lara.mugnaioni@liblink.co.za or +27 (0) XXX-XXXX for a confidential career discussion.
7 people have applied for this job. 447 people have viewed this job.
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.
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