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Wealth Solutions Specialists - Opportunities in Vaal Triangle

Vaal
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Investment Finance
Reference: Wealth Solns Specs - Vaal

Apply before Jun 29 2026 | 62 Days left

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Vacancy Details

Employer: EQ-FIN

Join EQ-FIN as a Wealth Solutions Specialist – Shape Your Future, Empower Others 🌟Opportunities across South Africa

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 wealth specialists 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.

This is a full-time hybrid role for Wealth Solutions Specialist, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home (hybrid) options available. The Wealth Solutions Specialist 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
Investment Planning: 2 to 3 years
Financial Advisement: 2 to 3 years
Wealth Planning: 2 to 3 years
Financial Advisory And Planning: 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
A minimum of a Matric / Grade 12 qualification essential
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 through your 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.

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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.