Introduction

We are looking for aspiring and established Wealth Planners!

Are you passionate about people and financial wellness, and helping people make the right financial planning decisions to change their lifestyles, grow their wealth and leave a legacy?

Then this profession is for you! You will love this career opportunity!

Join a team of successful Planners within our organisation and receive leading industry training, a mentorship program, ongoing and structured support and development to help you build your career and grow, advance and thrive in the profession.

Duties & Responsibilities

Provide sound, comprehensive financial advice and guidance to clients
Educate, empower, coach and collaborate with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short- medium, and in particular their long-term financial goals
Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth
Review clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals
Build and maintain strong relationships to retain existing clients
Identify and cultivate new clients and be innovative in crafting solutions to improve their financial situation and change their lifestyles for the better
Ensure that clients' financial goals are met, whilst fostering long-lasting relationships as their Financial Wellness Coach.

Requirements and Competencies

Matric essential
Bachelor’s degree (Advantageous)
Minimum 2 years work experience
Own transport
Valid driver’s license
Own laptop
Clear credit history
No criminal record

An ethical and professional approach to work
A target-driven and a results-oriented mindset
Self-starter with an entrepreneurial spirit
Strong networking and relationship-building skills
Effective time management and organizational skills
Proficient numeracy skills
Discretion and an understanding of the need for client confidentiality
Excellent customer service skills
Excellent active listening skill
Proficient computer skills and easily adaptable to new systems

Package & Remuneration

Market related

To be discussed at the Initial Interview

Unlimited earning potential

Interested?

We are passionate about who we are and what we do…

We live by our Vision Statement:

“Together, enriching people’s lives through the pursuit of meaningful experiences.”

Does this resonate with you?

Apply Now!

EQ-FIN Bryanston

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