Financial Planners
3 weeks ago
Financial Planners (For Business Centres across South Africa) EQ-FIN City of Johannesburg, Gauteng, South Africa Get AI-powered advice on this job and more exclusive features. Direct message the job poster from EQ-FIN Join EQ-FIN as a Financial Planner – Shape Your Future, Empower Others Opportunities across South Africa (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 planners 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 Planners, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home options available. The Financial Planner 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. Qualifications 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 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 or +27 (0) for a confidential career discussion. Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales Referrals increase your chances of interviewing at EQ‑FIN by 2x #J-18808-Ljbffr
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Financial Advisors
3 weeks ago
WorkFromHome, South Africa Succession Financial Planning Full timeCompany Description Company DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on...
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Financial Planners
4 weeks ago
WorkFromHome, South Africa Eq-Fin Full timeCompany 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...
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Hybrid Financial Planner for Investments
4 weeks ago
WorkFromHome, South Africa Eq-Fin Full timeA financial services company in South Africa is seeking an Entry-Level Financial Planner to provide comprehensive financial planning services. The role includes advising clients on investments and retirement planning while developing tailored financial plans. The ideal candidate will have strong analytical skills and must meet certain qualifications...
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Hybrid Financial Planner
3 weeks ago
WorkFromHome, South Africa EQ-FIN Full timeA financial services company in South Africa is seeking a Financial Planner to provide comprehensive financial planning services and advice on investments. Responsibilities include conducting financial assessments and maintaining client relationships. The ideal candidate will have at least 2 years of experience, strong analytical skills, and a relevant...
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WorkFromHome, South Africa Recooty Full timeA leading financial services company is seeking a Financial Planner in Durban to expand their network of Advisers. This role offers proven support and flexibility with unlimited earning potential. Candidates must have Matric, preferably a degree, and regulatory exam certification is advantageous. Exceptional communication and networking skills are necessary...
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Hybrid Financial Advisor: Wealth
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WorkFromHome, South Africa Elevation Financial Advisor Services Full timeA financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...
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Qualified Financial Advisor
4 weeks ago
WorkFromHome, South Africa Succession Financial Planning Full timeQualified Financial Advisor in South Africa What Jobs are available for Qualified Financial Advisor in South Africa? Showing 408 Qualified Financial Advisor jobs in South Africa Posted today Job Description Company Description Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships...
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Financial Advisor
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WorkFromHome, South Africa Surex Life Full timeCompany Description Surex - Insurance simplified. Role Description Do you want to Sky Rocket your earning potential in Make all your dreams a reality? Then join my exceptional team of Financial planners asap,,This is a full-time hybrid role for a Financial Advisor at SureX Life located in Gauteng, with flexibility for remote work. Responsibilities The...
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Financial Advisor
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WorkFromHome, South Africa Sanlam Full timeAre you an Experienced Financial Advisor looking for you next opportunity? POSITION AVAILABLE IN NORTHERN CAPE Company Description at Sanlam: we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support...
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Financial Advisor
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WorkFromHome, South Africa attooh! Full timeAt attooh! Financial Wellness, we specialize in financial advisory and wellness, offering expert and personalized guidance to provide clients peace of mind and sustainable financial stability. We deliver tailored solutions in investments, insurance, retirement, and estate planning, helping simplify complex financial decisions. Our mission is to empower...
