Wealth Management Professionals Wanted

4 weeks ago


Pretoria, Gauteng, South Africa EQ-FIN Full time

We are seeking talented individuals to join our team of Wealth Management Professionals at EQ-FIN, an affiliate of Liberty Group. With a strong focus on excellence and quality, we aim to secure the future dreams and aspirations of our clients, while celebrating their successes.

Company Overview

At EQ-FIN, we believe in evolving through excellence, connecting people with life solutions for financial freedom. Our Value Proposition includes:

  • Access to trained administration staff in our Biz Hubs
  • The opportunity to develop yourself further, with costs funded out of our Education Fund
  • A range of attractive incentive programs and group benefits
  • Future mentorship agreements with Business Specialists who are experts in their field
About the Role

This is an exciting opportunity to become an accredited Financial Advisory Specialist, providing pro-active, on-demand financial service and advice to clients within a specific market. You will be responsible for maintaining superior service delivery, building strong client relationships, and offering sound professional advice that delivers financial solutions tailored to their needs.

Salary and Benefits

As a Financial Advisory Specialist, you can expect a competitive salary, ranging from R600,000 to R1,200,000 per annum, depending on your experience and qualifications. In addition, you will have access to a range of benefits, including:

  • Unlimited earning potential
  • Earn remuneration from nine different income streams
  • Modern office space at convenient locations
  • A dynamic team and professional environment
Requirements

To be successful in this role, you will need:

  • A minimum of 2-5 years work experience
  • A Grade 12 / Matric certificate and a Bachelor's Degree (advantageous)
  • A high flying entrepreneur with a drive for sales
  • A willingness to commit to ongoing learning and development
  • A valid driver's license and own car (essential)
  • Clear credit and criminal records
  • Strong client relationship building skills

This role requires formal training through our Academy, completion of regulatory exams, and obtaining accreditation with the Financial Services Regulatory authority. Continuous professional development is also required, enabling you to earn CPD points along the way.



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