Financial Advisor

KwaZulu-Natal
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Finance Consulting
Benefits: To be discussed at the initial interview
Reference: EQRMW05

Apply before Jan 20 2026 | 46 Days left

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Vacancy Details

Employer: EQ-FIN

This role is for ambitious individuals seeking to join an established financial services company as a Financial Advisor. The position includes full training, development and mentorship to become an accredited financial advisor. It is suitable for candidates eager to build a career in financial planning.

Key Responsibilities:

Meet with clients to determine financial objectives, risk tolerance, and assets.
Provide strategic advice on investments, insurance, and debt management.
Develop comprehensive financial plans focusing on holistic financial planning and present customized financial plans to clients
Manage and grow a client base through methods like networking and seminars.
Stay up-to-date on financial trends and regulatory changes.
Drive new business and provide exceptional client service.

Candidate Requirements

Matric (essential)
Tertiary qualification (Preferrable)
Strong communication and interpersonal skills.
Proactive with problem-solving abilities.
Eagerness to learn.
Strong analytical skills and ability to explain complex concepts.
High ethical standards.
Exceptional solutions driven, sales and relationship-building skills.
Strong communication and interpersonal skills for building client trust and relationships.
Strong work ethic

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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.