Financial Planner (Full training, ongoing support and development provided)

Gauteng
Salary: Market Related
Job Type: Permanent
Sectors: Finance Academic Consulting
Benefits: Professional Development, ongoing training, mentorship, and career advancement.
Reference: copy-RM12/01/23

Apply before Jan 02 2025 | 59 Days left

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Vacancy Details

Employer: EQ-FIN

Are you ready to start your career as a Financial Planner?

We are looking for aspiring Financial Planners who are passionate about people and helping them achieve financial success and freedom.

Join our dynamic team and help clients achieve their financial goals. Develop your skills, work with experienced professionals, and make a positive impact on people's lives.

As a Financial Planner, you will provide comprehensive financial advice and create personalized financial plans tailored to each client's goals and objectives.

Client Analysis Conduct thorough analysis of clients' financial situations and goals. Assess clients' financial situations, goals, and risk tolerance.

Financial Planning Create customized financial plans based on clients' objectives.

Provide guidance on risk and investment strategies and portfolio management.

Monitor and review clients' financial plans on an ongoing basis.

Cultivate, build and maintain strong client relationships.

Seek out new clients and develop clientele through referrals and by networking to find new customers and generate lists of prospective clients.

Required Skills

Networking
Business Acumen
Leadership Skills
Client Focus
Customer Driven
Numerical Ability
Relationship Builiding
Interpersonal People Skills

Candidate Requirements

Matric (Essential)

BCom / Finance related degree (Desirable)

1-2 years working experience

Own transport

Valid driver’s license

Own laptop

Clear credit history

No criminal record

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About EQ-FIN

EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry.

While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service.

We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world.

We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.