Description:
Consider a career as an EQ-FIN Financial Advisor
At EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, and love celebrating with you when you realise these, as well as with the Clients whose lives you have impacted along the way.
Our Value proposition to all our Financial Advisors includes the following:
- Access to trained and skilled administration staff in our Biz Hubs
- Ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- Numerous attractive incentive and rewards programs
- Various group benefits
- Future mentorship agreements with Business Specialists who are experts in their field
- Great, friendly and supportive working environment
- Unlimited earning potential
- Earn remuneration from nine different income streams
- Modern, unique and fit for purpose free office space at convenient locations
- A dynamic team and professional environment
Job Summary:
As an accredited Financial Advisor you will provide pro-active, on demand financial service and advice to clients within a specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure financial future for them and their families.
Duties & Responsibilities:
- Maintain superior service delivery to your clients through building strong client relationships
- Offering sound professional advice that delivers financial solutions in line with the client's financial goals, the client value proposition and compliance frameworks
Requirements:
- Access to trained and skilled administration staff in our Biz Hubs
- Ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- Numerous attractive incentive and rewards programs
- Various group benefits
- Future mentorship agreements with Business Specialists who are experts in their field
- Great, friendly and supportive working environment
- Unlimited earning potential
- Earn remuneration from nine different income streams
- Modern, unique and fit for purpose free office space at convenient locations
- A dynamic team and professional environment
- Maintain superior service delivery to your clients through building strong client relationships
- Offering sound professional advice that delivers financial solutions in line with the client's financial goals, the client value proposition and compliance frameworks
- Financial Planning: 2 to 3 years
- Wealth Management: 2 to 3 years
- Financial Advisor: 2 to 3 years
- Financial Advisers/Planner: 2 to 3 years
- Investment Planning: 2 to 3 years
- Financial Advisory: 2 to 3 years
- Financial Adviser: 2 to 3 years
- Financial Advisement: 2 to 3 years
- Financial Planning And Management: 2 to 3 years
- Financial Planning Experience: 2 to 3 years
- Financial Planner: 2 to 3 years
- Financial Planning / Management: 2 to 3 years
- Financial Planning And Administration: 2 to 3 years
- Financial Planners: 2 to 3 years
- Investment Advisory: 2 to 3 years
- Investment Advisory Services: 2 to 3 years
- Investment Sales: 2 to 3 years
- Wealth Building: 2 to 3 years
- Wealth Management Services: 2 to 3 years
- Financial Advisory And Planning: 2 to 3 years
Minimum Requirements:
- Minimum 2 - 5 years’ work experience
- Minumum of a Grade 12 / Matric
- A Bachelors Degree an advantage
- A high flying entrepreneur who driven by the challenge of a sales environment
- Willing to commit to a self-development learning path
- Own car and a valid drivers licence essential(non negotiable)
- Clear credit and criminal records
- Strong client relationship building skills
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 along the way.
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) 703-2180 for a confidential career discussion.
- Minimum 2 - 5 years’ work experience
- Minumum of a Grade 12 / Matric
- A Bachelors Degree an advantage
- A high flying entrepreneur who driven by the challenge of a sales environment
- Willing to commit to a self-development learning path
- Own car and a valid drivers licence essential(non negotiable)
- Clear credit and criminal records
- Strong client relationship building skills
Minimum Requirements:
- Minimum 2 - 5 years’ work experience
- Minumum of a Grade 12 / Matric
- A Bachelors Degree an advantage
- A high flying entrepreneur who driven by the challenge of a sales environment
- Willing to commit to a self-development learning path
- Own car and a valid drivers licence essential(non negotiable)
- Clear credit and criminal records
- Strong client relationship building skills
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 along the way.
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) 703-2180 for a confidential career discussion.