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Wealth Planners

3 weeks ago

Johannesburg, Gauteng, South Africa EQ-FIN Full time

Join EQ-FIN as a Wealth Planner – Shape Your Future, Empower Others Opportunities across South Africa (full training provided)

Company Description

EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and wealth planners in South Africa and aspire to become the largest, tied independent insurance distribution company in the world. EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work.

Role Description

This is a full-time hybrid role for Wealth Planners, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home options available. The Wealth Planner will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Qualifications

  • Financial Planning and Financial Advisory skills (will be trained on)
  • Minimum 2 years work experience essential
  • Knowledge of Finance, Investments and Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Relevant industry qualifications such as CFP or FAIS an advantage
  • A Bachelors degree in Finance, Business Administration, or related field an advantage
  • Own car and a valid drivers license essential
  • Must have a clear credit record and criminal record
  • Must be a South African Citizen or South African Permanent Resident with a South African ID number

You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey.

If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or for a confidential career discussion.