Wealth Planner - Full Training Provided (January Starters 2025)

EQ-FIN is an affiliate representing Liberty Group Ltd and STANLIB in the South African financial services industry. We distribute various financial products such as insurance, retirement planning solutions, savings products, medical aids, and corporate benefits. Our vision is to be the first choice for clients and financial advisers in the South African financial services sector. Role Description This is a full-time hybrid role for a Wealth Planner at EQ-FIN located in Bryanston, Cape Town and Durban with flexibility for remote work. The Wealth Planner will be responsible for financial planning, investment management, investments, finance, and insurance. Day-to-day tasks include developing financial plans, managing investments, and providing insurance solutions to clients. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in managing your schedule, ongoing support and training opportunities, and access to cutting-edge tools and resources. Grade 12 and National Diploma (Candidates with a relevant Degree will be given preference) Impeccable work ethics Ability to work autonomously experience. Effective Marketing and Networking Skills Valid drivers license Own reliable vehicle Clear ITC and criminal records Laptop Cell phone

Location: Cape Town Region, ZA

Posted Date: 11/15/2024