Senior Wealth Management Experts

4 weeks ago


Pretoria, Gauteng, South Africa EQ-FIN Full time

Unlock Your Financial Potential with EQ-FIN

We are an affiliate of Liberty Group, driven by a relentless pursuit of excellence in securing wealth and connecting individuals with life solutions for financial freedom.

Our mission is to empower you to achieve your dreams, aspirations, and career plans, while celebrating with you when you realize them. We also strive to make a positive impact on the lives of our clients.

We offer:

  • Access to trained and skilled administration staff in our Business Hubs
  • The opportunity to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
  • A range of attractive incentive and rewards programs
  • Variety of group benefits
  • Future mentorship agreements with Business Specialists who are experts in their field
  • A great, friendly, and supportive working environment
  • Unlimited earning potential
  • Earn remuneration from nine different income streams
  • Modern, rustic-style office space at convenient locations

About the Role:

We are seeking an accredited Financial Advisory Specialist to provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market. This role involves assisting clients to structure their wealth and ensure a secure financial future for themselves and their families.

Key Responsibilities:

  • Maintain superior service delivery to clients through building strong client relationships
  • Offer sound professional advice that delivers financial solutions in line with clients' financial goals, value propositions, and compliance frameworks

Requirements:

  • Minimum 2-5 years work experience
  • Minimum Grade 12/Matric
  • Bachelor's Degree an advantage
  • High-flying entrepreneur with a passion for sales
  • Willingness to commit to self-development learning path
  • Own car and valid driver's license (essential)
  • Clear credit and criminal records
  • Strong client relationship building skills

This role calls for formal, ongoing in-house training through our best-of-breed Academy, completion of prescribed Regulatory exams, and obtaining accreditation with the Financial Services Regulatory authority. Continuous professional development is also required to earn CPD points.

Estimated Salary: R250,000 - R500,000 per annum



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