Consider a career as an EQ-FIN Wealth Planning Specialist Company Description EQ-FIN is an outsourced assurance management company based in the 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 Wealth Planning Specialists includes: Access to trained and skilled administration staff in our Biz Hubs Ability to study and develop yourself further, with the costs funded out of our Education Fund Numerous attractive incentives, group benefits and rewards programs Future mentorship agreements with Business Specialists who are experts in their field Great, friendly and supportive working environment with a dynamic and professional team Unlimited earning potential Earn your remuneration from nine different income streams Modern, unique and fit for purpose free office space at convenient locations Role Description As a Wealth Planning Specialist, you will be responsible for providing financial advice and solutions to clients.
This includes analysing clients' financial situations, consulting with them on suitable wealth management strategies, and presenting appropriate investment and insurance options.
Qualifications and Experience Analytical Skills and Consulting Excellent Communication and Customer Service skills Minimum 2 years work experience Proven track record in financial sales solutions highly preferable An understanding of financial products and services Ability to build and maintain relationships with clients Knowledge of investment and retirement planning 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 This is a full-time hybrid role based in Johannesburg, Pretoria, Durban or Cape Town; with both in-person and remote work expected for this role.
This 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 earn CPD points through out 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.mugnaioniliblink.co.za or 27 (0) XXX-XXXX for a confidential career discussion.