Job Description
Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. We distribute insurance and risk products, retirement planning solutions, savings products, medical aids, and corporate benefits from Liberty Group Ltd. Our vision is to be the first choice for clients and financial advisers in the sector, and to become the largest, tied independent insurance distribution company globally. We believe job creation fosters a healthy South Africa and are committed to providing exceptional service. Role Description This is a full-time hybrid role for a Financial Advisor based in Bryanston with some work-from-home flexibility. The Financial Advisor will be responsible for financial planning, providing financial advisory services, and developing investment and retirement planning strategies. The role involves meeting with clients, assessing their financial needs, and creating comprehensive financial plans tailored to their goals. Regularly updating clients on their investments and financial plans is also expected. Qualifications Strong skills in Financial Planning, Finance, and Financial AdvisoryExperience in Retirement Planning and InvestmentsExcellent communication and interpersonal skillsAbility to work in a hybrid settingNQF 5 in Finance, Economics, or a related fieldRE5 Professional certifications (e.g., CFP) are a plusProven track record of building long-term client relationships
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