Wealth Planning Specialists - Cape Town (Full training provided)

Cape Town
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Investment Finance
Reference: Wealth Planning Spec - CT

Apply before Feb 02 2025 | 61 Days left

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Vacancy Details

Employer: EQ-FIN

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.

Required Skills

Investment Management: 2 to 3 years
Wealth Management: 2 to 3 years
Financial Advisor: 2 to 3 years
Financial Advisers/Planner: 2 to 3 years
Investments: 2 to 3 years
Financial Adviser: 2 to 3 years
Financial Advisement: 2 to 3 years
Wealth Planning: 2 to 3 years
Investment Sales: 2 to 3 years
Wealth Building: 2 to 3 years
Wealth Management Services: 2 to 3 years
Wealth Preservation: 2 to 3 years
Wealth Preservation Planning
Financial Administration And Planning: 2 to 3 years
Financial Advisory And Planning: 2 to 3 years
Wealth Planning Services: 2 to 3 years

Candidate Requirements

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.mugnaioni@liblink.co.za or +27 (0) XXX-XXXX for a confidential career discussion.

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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.