Become a Financial Planner and Build Your Business with EQ-FIN

3 weeks ago


Cape Town, Western Cape, South Africa EQ-FIN Full time
Financial Planner Role at EQ-FIN

As a Financial Planner at EQ-FIN, you will be responsible for providing expert advice and guidance to clients on their financial well-being. This includes conducting thorough financial needs analyses, identifying areas for improvement, and developing personalized financial plans to meet their specific goals and objectives.

Key Responsibilities:
  • Provide face-to-face advice and coaching to clients on budgeting, credit and debt management, insurance, saving, and investing.
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Maintain and update client financial plans to ensure ongoing progress and success.
  • Build and maintain long-term relationships with clients through exceptional communication and service.
  • Stay up-to-date with industry trends and developments to provide the most effective and informed advice to clients.
Requirements:
  • Grade 12 (matric)/BCOM degree or equivalent
  • Clear credit and criminal record checks
  • Own reliable car and laptop
  • Strong networking and social skills
  • Professional attire and presentation skills
  • Strong business acumen and organizational skills
About EQ-FIN:

EQ-FIN is a dynamic and entrepreneurial company that provides a supportive and innovative environment for financial planners to thrive. We offer extensive training, mentoring, and development opportunities to ensure our financial planners have the skills and knowledge needed to succeed. Our comprehensive range of financial services and products includes lump sum investments, offshore investments, recurring monthly investments, life insurance, disability and dread disease cover, income protection, estate planning, business insurance, tax planning, wills, medical aid, and short-term insurance.


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