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EQ-FIN, representing Liberty, is inviting people in Gauteng to explore a career as a Wealth Planner, with training from the first day. You do not need previous financial planning experience: structured training, supervision and mentorship are provided to help you learn the profession from the start.
About the company and the work
EQ-FIN is an outsourced assurance management company that represents Liberty Life and Stanlib in the South African financial services industry, distributing life insurance and risk products, retirement planning solutions and related services. As a Wealth Planner, you will build your own client practice, help people make better financial decisions, and grow a long-term profession rather than simply filling a job.
Role details and duties
The role is permanent, with a market-related salary and a bonus. Training is a listed benefit. The original listing shows an apply-by date of 1 November 2026, so check the original listing promptly for its current status.
- Build and grow relationships with clients and help them plan for their financial future.
- Work in a sales environment, writing business and developing new client opportunities.
- Use strong networking, communication and social skills to reach and support clients.
- Take part in structured training, supervision and mentorship from the first day.
- Develop an entrepreneurial practice, with support to build something of your own over time.
Requirements
Only the requirements stated on the original listing are listed here:
- South African ID and a Matric certificate.
- Own reliable vehicle.
- Clear credit record (no listed debt) and no criminal record.
- Laptop and cell phone are essential.
- Minimum of 3 years working experience.
- Strong networking, communication and social skills, and being driven by the challenge of a sales environment and writing business.
- An entrepreneurial outlook, listed as 1 to 2 years, is part of the required skills.
- No previous financial planning experience is required.
Where to find and apply safely
This opportunity was originally advertised on Careers24 by EQ-FIN. Use the Apply button on this page, which takes you directly to that original listing, and submit your application there.
Practical tips
- Be ready to explain why a people-focused, entrepreneurial career appeals to you, even if you come from another industry.
- Check that you meet the ID, vehicle, credit and record requirements before applying, and have your documents ready.
- Use the initial conversation to ask about training, support and how the practice is built over time.
How the process works
After you apply on the original Careers24 listing, the employer reviews applications and contacts suitable candidates, with the listing itself inviting a short exploratory conversation about whether the opportunity is worth pursuing. This site does not take part in shortlisting, and no outcome is guaranteed.
Important information
This post is informational only. It shares a job opportunity advertised elsewhere and does not offer employment. Never pay anyone for a job application, interview, training or placement, and be cautious of anyone asking for money or personal banking details in connection with a job.
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