Wealth Management Professionals

1 month ago


Cape Town, Western Cape, South Africa EQ-FIN Full time

We are on an ongoing entrepreneurial quest evolving through excellence, driving quality and securing wealth by connecting people with life solutions for financial freedom. Our Value proposition to all our Specialists includes the following:

  • 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
  • Variety of incentive and rewards programs
  • Futuristic office space at convenient locations

Job Summary: As an accredited Financial Advisory Specialist 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.

Duties & Responsibilities: Maintain superior service delivery to your clients through building strong client relationships, offering sound professional advice that delivers financial solutions in line with the client's financial goals and compliance frameworks.

Minimum Requirements:

  • Minimum Matric qualification or degree in any financial field
  • A high flying entrepreneur driven by the challenge of a sales environment
  • Willingness to commit to self-development and formal training
  • Clear credit and criminal records

The role requires continuous professional development enabling you earn CPD credits along the way. With unlimited earning potential, remuneration from nine different income streams, and attractive benefits, this is a fantastic opportunity for ambitious individuals to secure their future and join a respected, reputable financial services business.



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