Wealth Planner and Advisor (Full training provided)
EQ-Fin
- KwaZulu-Natal
- Permanent
- Full-time
Lack career progression in your current role?Want to have a career that youre proud of?Get the qualifications and skills you need for a career in financial advice. Pursue a fulfilling career with meaningful impact. Good financial advice leaves people much better prepared for life events, big or small.As a trusted Planner, you will:· Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.· Provide holistic financial solutions to clients· Provide sound, comprehensive financial advice, and guidance to clients· Develop a plan that integrates a comprehensive evaluation of a clients current financial situation and provides targeted recommendations to meet their short- and long-term goals· Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs· Help clients build a better future and achieve financial clarity· Cultivate, build and maintain strong client relationshipsBenefitsEnjoy uncapped earning potential
YOU are in control of your earning potential
Recognition based on production levelsAccess to Liberty Product SpecialistsA bespoke EQ-FIN Academy programme that includes a combination of structured classroom training, one-on-ones, on the job training, self-study, and mentoringBe trained by proficient professionals committed to helping you succeed and establish a successful and professional practiceQualificationsGrade 12 (Matric)Degree / BCOM AdvantageousMinimum 3 years working experienceSkills and CompetenciesAnalytical thinkerStrong business acumenProficient numeracy skillsStrong work ethicExcellent networking and communication skillsService-oriented and customer-centricGood presentation skillsGood organisational and time management skillsAbility to network, prospect, and build relationshipsBe proficient on a computerStrong Emotional Intelligence to thrive in a highly challenging and fast-paced environmentSolutions orientated, a problem solver and you think outside the boxIf youre looking to take on a new role and challenge or get your foot on the career ladder, then please apply online. We would love to meet you.Clear Credit recordNo Criminal recordOwn transport and valid drivers licenseOwn laptopResources to be able to work remotely when requiredUnlimited Internet ConnectionCovid Vaccination
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