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.