Financial Advisor

EQ-FIN, a partner of Liberty Group Ltd and STANLIB, operates as a leading outsourced assurance management company within South Africa's financial services industry. The company provides a range of solutions, including insurance, risk management, retirement planning, savings products, medical aids, and corporate benefits. EQ-FIN strives to be the first choice for clients and financial advisers, aiming to become the largest tied independent insurance distribution company globally.

Their mission emphasizes the role of job creation in fostering a prosperous South Africa.

This is a full-time, on-site role for a Financial Advisor, located in Durban. The Financial Advisor will support clients with comprehensive financial planning and guidance. Responsibilities include analyzing clients’ financial goals, recommending tailored financial solutions, managing risk portfolios, and developing savings and investment strategies. Advisors will also educate clients about insurance and retirement products while ensuring compliance with industry regulations.

• Proficiency in financial planning, investment strategies, and retirement planning
• Strong knowledge of risk management, insurance products, and corporate benefits
• Excellent interpersonal, communication, and client relationship-building skills
• Ability to analyze financial data and develop tailored financial strategies
• Familiarity with compliance regulations within the financial services industry
• Self-motivated, goal-oriented, and capable of working independently
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred
• Previous experience in financial advising, sales, or business development is advantageous