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Financial Planner

Western Cape
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Finance Consulting
Benefits: To be discussed at interview
Reference: EQRM03

Apply before May 02 2026 | 54 Days left

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Vacancy Details

Employer: EQ-FIN

Provide financial advice and guidance to clients, helping them make informed decisions about their finances.

Analyze clients' financial situations, develop personalized financial plans, and assist clients in achieving their financial goals.

Key Responsibilities:

Conduct thorough financial assessments for clients to determine their financial goals, needs, and risk tolerance.
Develop and present comprehensive financial plans to clients that address their short-term and long-term financial objectives.
Provide recommendations on investment strategies, retirement planning, tax planning, insurance needs, and estate planning.
Monitor and review clients' financial plans regularly to ensure they remain on track to meet their goals.
Stay up-to-date on financial trends, market conditions, and regulatory changes that may impact clients' financial plans.
Build and maintain strong relationships with clients, earning their trust and confidence in your financial expertise.
Collaborate with other professionals and specialists, to provide holistic financial advice to clients.

Candidate Requirements

Requirements:

Matric (Essential)
Bachelor's degree preferred
Minimum 2 years working experience
Clear credit and criminal record (Essential)
Own vehicle (Essential)
Valid driver's license (Essential)
Own laptop (Essential)

Skills/Competencies:

- Excellent networking and relationship building skills

- Effective time management skills

- Exceptional communication and interpersonal skills

- Excellent analytical and problem-solving skills

- Detail-oriented and organized

- Proficient numerical skills

- Client centric and client focussed

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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.