Senior Financial Solutions Expert

1 week ago


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

Looking for a rewarding career in financial services? As a Senior Financial Solutions Expert at EQ-FIN, you will have the opportunity to make a meaningful impact on clients' lives while enjoying a dynamic and supportive work environment.

About Us

At EQ-FIN, we are dedicated to helping individuals achieve financial freedom through expert advice and guidance. Our team of professionals is passionate about delivering exceptional service and building strong relationships with our clients.

Job Summary

We are seeking a highly motivated and experienced Financial Advisory Professional to join our team. In this role, you will provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market.

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 and compliance frameworks
Requirements

To be successful in this role, you will need:

  • Minimum 2-5 years work experience
  • Minimum Grade 12 / Matric qualification
  • Bachelor's Degree an advantage
  • High flying entrepreneur who is 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
What We Offer

We offer a comprehensive benefits package, including:

  • Formal, ongoing in-house training through our Academy
  • Completion of prescribed Regulatory exams
  • Obtaining accreditation with the Financial Services Regulatory authority
  • Continuous professional development enabling CPD points
  • Opportunities for advancement and career growth
  • A dynamic and supportive work environment
Estimated Salary Range: R400,000 - R600,000 per annum

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