Wealth Planner Full Training Provided (january Starters 2025)
Job Description
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 DescriptionThis 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 ethicsAbility to work autonomously experience.Effective Marketing and Networking SkillsValid drivers licenseOwn reliable vehicleClear ITC and criminal recordsLaptopCell phone
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Job Detail
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Job IdJD1369828
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationWestern Cape, South Africa
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EducationNot mentioned