Full-Time Financial Advisory Specialist | EQ-FIN Vacancies
Job Description
EQ-FIN Vacancies – Financial Advisory Specialist – Shape Your Future, Empower Others Opportunities in Cape Town (fu
Location: Cape Town, Western Cape
Company: EQ-FIN
Job Type: Permanent
Job Sector: Financial Services
Financial Advisory Specialist – Shape Your Future, Empower Others
Opportunities in Cape Town (Full Training Provided)
About EQ-FIN
EQ-FIN is a leading outsourced assurance management company, proudly representing Liberty Group Ltd and STANLIB in South Africa’s financial services sector. We specialize in delivering top-tier insurance, retirement planning, savings solutions, and corporate benefits. Our vision is to become South Africa’s preferred financial partner and the largest tied independent insurance distribution company globally. Committed to job creation and community impact, EQ-FIN drives economic growth while fostering a healthier, empowered society.
Your Role as a Financial Advisory Specialist
This is a Full-Time hybrid position based in Cape Town, with flexible work-from-home options. As a Financial Advisory Specialist, you’ll provide expert financial planning, guiding clients on investments, retirement strategies, and tailored wealth solutions. Your responsibilities include:
- Conducting in-depth financial assessments.
- Crafting personalized financial plans.
- Nurturing long-term client relationships to help them achieve their goals.
Who We’re Looking For
- Skills & Traits: Financial advisory aptitude (training provided), analytical prowess, exceptional communication, and relationship-building skills.
- Experience: Minimum 2 years of work experience (financial services background advantageous).
- Knowledge: Understanding of finance, investments, and retirement planning.
- Advantageous Qualifications: CFP, FAIS accreditation, or a degree in Finance/Business.
- Essentials: Own car, valid driver’s license, clean credit/criminal record, and SA citizenship/Permanent Residency.
Why Join EQ-FIN?
- World-Class Training: Access our elite Academy and Liberty-backed programs, including Regulatory Exam support and continuous professional development (CPD).
- Growth & Impact: Elevate your career while empowering clients to secure their futures.
Ready to Rise?
If you’re ambitious, client-focused, and ready to thrive in a respected financial services firm, apply now! Contact Lara Mugnaioni at lara.mugnaioni@liblink.co.za or +27 (0) XXX-XXXX for a confidential discussion.
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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