Financial Planner Opportunity at EQ-FIN (Liberty and STANLIB) Johannesburg, Pretoria, Durban and Cape Town
EQ-FIN · Johannesburg, Pretoria, Mid Vaal, Durban and Cape Town · Hybrid
Overview
EQ-FIN, representing Liberty and STANLIB, is hiring Financial Planners across Johannesburg, Pretoria, Mid Vaal, Durban, and Cape Town. This full time hybrid role is perfect for ambitious go getters with at least 2 years of work experience who want to help clients secure their financial wellbeing while building a meaningful career in financial services. You will get office and work from home flexibility, plus the backing of two major financial brands.
About the role
EQ-FIN is an outsourced assurance management company that represents Liberty Group Ltd and STANLIB in South Africa. They are looking for driven Financial Planners to join their team in business centres across the country. This is a full time hybrid position, so you will split your time between the office and working from home.
In this role, you will meet with clients to understand their financial needs and then develop tailored wealth management and insurance solutions. You will guide clients on retirement planning, risk cover, and savings products, prepare and present financial plans, and conduct regular portfolio reviews to make sure solutions stay aligned with each client's life stage and goals. Building and maintaining strong client relationships is key, along with responding to inquiries and providing ongoing service and support.
Important application note: Applicants must have their own roadworthy car and a valid driver's license, a clear credit and criminal record, and be a South African citizen or permanent resident.
Requirements
- Strong analytical skills and ability to interpret financial information and client data to develop suitable wealth and insurance solutions
- Demonstrated planning skills, including the ability to structure comprehensive financial plans and manage a pipeline of client meetings and follow ups
- Excellent communication skills with the ability to explain complex financial concepts clearly and build trust with diverse clients and stakeholders
- Solid understanding of finance, preferably within the South African market
- Proven customer service orientation with a focus on delivering responsive, high quality, ethical advice and support
- A minimum of a Grade 12 or Matric qualification
- Relevant tertiary qualification in finance, economics, business, or a related field is an advantage
- Regulatory accreditation or progress toward relevant South African financial services certifications (e.g., FAIS-related qualifications) is an advantage
- Ability to work effectively in a hybrid environment, demonstrating self management, accountability, and strong organizational skills
- Previous experience in financial advisory, insurance, or wealth planning roles is an advantage
- Own roadworthy car and a valid driver's license are essential
- A clear credit record and clear criminal record are essential
- Must be a South African Citizen or South African Permanent Resident
- A minimum of 2 years work experience is essential
Responsibilities
- Meet with clients to assess their financial needs
- Develop tailored wealth management and insurance solutions
- Provide guidance on retirement planning, risk cover and savings products
- Prepare and present financial plans
- Conduct regular portfolio reviews to ensure solutions remain aligned with clients' life stages and goals
- Build and maintain strong client relationships
- Respond to client inquiries and deliver ongoing service and support
- Stay current with regulatory requirements and product updates
- Collaborate with colleagues and partner institutions
- Contribute to business development initiatives within the assigned centre
Job details
- Organisation
- EQ-FIN
- Location
- Johannesburg, Pretoria, Mid Vaal, Durban and Cape Town
- Job type
- Full time
- Work arrangement
- Hybrid
- Experience level
- Junior (2+ years)
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This Financial Planner role with EQ-FIN is a great stepping stone into the insurance and wealth management industry, backed by Liberty and STANLIB. For your application, make sure your CV clearly shows your 2+ years of work experience, your matric certificate, and any finance-related qualifications or progress toward FAIS certifications. Since you will be meeting clients, highlight your communication and relationship-building skills. In an interview, expect questions about how you explain financial concepts simply and how you build trust. Also be ready to discuss your ability to work independently in a hybrid setup. Remember, you need your own car and a valid license, so confirm that upfront. Stay positive and show your ambition, because EQ-FIN values job creation and growth.
How we help you prepare
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