EQ-FIN

Financial Advisors (Business Centres across South Africa)

Posted: just now

Job Description

Join EQ-FIN as a Financial Advisor – Shape Your Future, Empower Others 🌟Opportunities across South AfricaCompany DescriptionEQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. Our offerings include insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids, and corporate benefits. Our vision is to be the first choice for clients and financial advisers while aiming to become the world's largest tied independent insurance distribution company. We believe that job creation fosters a healthy South Africa.Role DescriptionThis is a full-time hybrid role for a Financial Advisor, located in one of the Business Centres across South Africa, with some work from home allowed. The Financial Advisor will be responsible for meeting with clients to discuss financial goals, developing comprehensive financial plans, providing advice on insurance and risk products, and recommending investment strategies. The role also involves monitoring clients' financial portfolios, ensuring compliance with regulatory standards, and staying updated on industry trends and product offerings.QualificationsKnowledge of financial planning, insurance, and investment products an advantageExcellent communication and interpersonal skills for client interactionsAbility to analyze financial data and provide strategic recommendationsProficiency in regulatory compliance and industry standardsMinimum of a Matric qualification essentialBachelor's degree in Financial Planning, Wealth Management, Insurance, or a related field an advantageCertified Financial Planner (CFP) or relevant certification an advantageExperience in the financial services industry an advantageA minimum of 2 years work experience essentialSelf-motivated and able to work independently and in a team-oriented environmentOwn Car and a valid Drivers License essentialClear credit recordClear criminal recordMust be a South African Citizen or South African Permanent ResidentYou 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 lara.mugnaioni@liblink.co.za or +27 (0) 83 703 2180 for a confidential career discussion.

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