Financial Advisors – Shape Your Future, Empower Others Opportunities In Pretoria (Full Training Pr

Eq-Fin; Pretoria; Hybrid; USD 20,000 - 30,000; Full time

Job summary

Join EQ-FIN as a Financial Advisor in Pretoria. This full-time hybrid role includes responsibilities like conducting financial assessments and providing tailored advisory services. With opportunities for training and career growth, it’s a chance to empower clients and shape your future in the dynamic financial services industry.

Qualifications

• Minimum 2 years work experience.
• Knowledge of Finance, Investments, and Retirement Planning is essential.
• Must have clear credit and criminal records.

Responsibilities

• Conduct financial assessments and develop tailored financial plans.
• Maintain ongoing client relationships and advise on financial products.
• Provide comprehensive financial planning services.

Skills

Financial Planning and Financial Advisory skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

Join EQ-FIN as a Financial Advisor

Shape Your Future, Empower Others

Opportunities in Pretoria, Gauteng (full training provided)

Company Description

EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry.

The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits.

We aim to be the first choice for clients and financial advisers in South Africa and aspire to become the largest, tied independent insurance distribution company in the world.

EQ-FIN is committed to job creation and ongoing Corporate Social Responsibility work.

Role Description

This is a full-time hybrid role for Financial Advisors based in Pretoria, with some work-from-home options available.

The Financial Advisor will provide comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products.

Responsibilities include conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Qualifications

• Financial Planning and Financial Advisory skills (training provided)
• Minimum 2 years work experience
• Knowledge of Finance, Investments, and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients
• Relevant industry qualifications such as CFP or FAIS (advantageous)
• Bachelor's degree in Finance, Business Administration, or related field (advantageous)
• Own car and valid driver's license
• Clear credit and criminal records
• South African Citizen or Permanent Resident with South African ID

We will provide formal, ongoing in-house training through our Academy, Liberty, or other registered Educational Institutions.

You will complete prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory Authority with our support.

Continuous professional development will enable you to earn CPD points throughout your learning journey.

If you meet these requirements and aspire to join a reputable financial services company, apply now or contact us at [contact details] for a confidential career discussion.