Financial Advisory Experts - Johannesburg, Durban And Cape Town

Financial Advisory Experts - Johannesburg, Durban And Cape Town
Company:

Eq-Fin



Job Function:

Finance

Details of the offer

Consider a career as an EQ-FIN Financial Advisory ExpertCompany DescriptionEQ-FIN is an outsourced assurance management company based in Johannesburg, Pretoria, Durban, and Cape Town. We represent Liberty Group Ltd and STANLIB in the South African financial services industry. Our vision is to be the first choice for clients and financial advisory experts in the South African financial services sector and to become the largest independent insurance distribution company in the world. We offer a range of insurance and risk products, retirement planning solutions, savings products, and corporate benefits.Our Value Proposition for Financial Advisory ExpertsAccess to trained and skilled administration staff in our Biz HubsAbility to study and develop yourself further, with the costs funded out of our Education FundNumerous attractive incentives, group benefits, and rewards programsFuture mentorship agreements with Business Specialists who are experts in their fieldGreat, friendly, and supportive working environment with a dynamic and professional teamUnlimited earning potentialEarn your remuneration from nine different income streamsModern, unique, and fit-for-purpose free office space at convenient locationsRole DescriptionAs a Financial Advisory Expert, you will be responsible for providing financial advice and solutions to clients. This includes analyzing clients' financial situations, consulting with them on suitable wealth management strategies, and presenting appropriate investment and insurance options.This is a full-time hybrid role based in Johannesburg, Pretoria, Durban, and Cape Town; with both in-person and remote work expected for this role.Qualifications and ExperienceAnalytical Skills and ConsultingExcellent Communication and Customer Service skillsProven track record in financial sales solutions highly preferableStrong understanding of financial products and servicesAbility to build and maintain relationships with clientsKnowledge of investment and retirement planningRelevant industry qualifications such as CFP (an advantage) or FAISA Bachelor's degree in Finance, Business Administration, or related field (an advantage)Own car and a valid driver's license essentialThis role calls for formal, ongoing in-house training through our best of the breed Academy, the completion of the prescribed Regulatory exams, and obtaining accreditation with the Financial Services Regulatory authority. 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 the ambition to join a respected, reputable financial services business, apply now and contact me at ****** or +27 (0) 83 703 2180 for a confidential career discussion.
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Job Function:

Requirements

Financial Advisory Experts - Johannesburg, Durban And Cape Town
Company:

Eq-Fin



Job Function:

Finance

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