Career Opportunities as a Financial Services Specialist
7 days ago
At EQ-FIN, we are committed to evolving through excellence and securing wealth by connecting people with life solutions for financial freedom.
We want to secure the future dreams, aspirations, and career plans of our professionals, celebrating with them when they realise these goals, as well as with the clients whose lives they have impacted.
Our value proposition to all our professionals includes:
- Access to trained and skilled administration staff in our Biz Hubs
- The ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- Various 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
**Job Summary:**
As an accredited Financial Advisory Professional, you will provide proactive, on-demand financial service and advice to clients within a specific and qualified client market, assisting them 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, client value proposition, and compliance frameworks
**Requirements:**
- Minimum 2-5 years work experience
- Minimum Grade 12 / Matric qualification
- Bachelor's Degree advantageous
- A high-flying entrepreneur driven by the challenge of a sales environment
- Willing to commit to self-development learning path
- Own car and valid driver's license essential (non-negotiable)
- Clear credit and criminal records
- Strong client relationship building skills
We offer formal, ongoing in-house training through our 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 annual salary: R600,000 - R900,000, depending on qualifications and experience. Benefits include comprehensive health insurance, retirement fund contributions, and opportunities for career growth and development.
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