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Urgent: this vacancy closes on October 29, 2026, with only hours left to apply at the time of publishing. EQ-FIN, representing Liberty Life and Stanlib, is recruiting Wealth Planners for a permanent role in the Western Cape, with training provided from the first day. No previous financial planning experience is required, and the salary is market related with a bonus. This is an opportunity for people who enjoy working with others, like helping people make better financial decisions, and want more control over their future.
EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry. It distributes Liberty life insurance and risk products, retirement planning solutions and short-term products, and aims to contract 500 individual advisors to Liberty Life. As a Wealth Planner, you will build your own client base, advise clients on financial planning, and write business in a sales-driven environment, with structured training, supervision, mentorship and ongoing support from Liberty from day one. The same recruitment drive is also advertised for Gauteng; this post links to the Western Cape advert, which carries the same reference and requirements.
The Wealth Planner role involves:
Applicants should meet the following requirements, as stated in the original advert:
No previous financial planning experience is required.
Apply only through the original Careers24 listing, using the Apply button on this page, which links directly to the Western Cape advert. Never pay anyone to apply for a job, and be cautious of anyone who asks for payment or personal documents before an interview has taken place.
Before you apply, check that you meet every stated requirement, especially the vehicle, laptop, cell phone, clear credit record and clean criminal record requirements, and that you can show at least three years of working experience. In your application, show evidence of networking ability, communication skills and comfort in a sales environment, and be ready to explain why a move into financial planning appeals to you, even if your background is in a different industry. The advert itself invites a short exploratory conversation, so a clear, honest expression of interest works well.
Applications are submitted through the Careers24 listing for this vacancy. The advert invites interested candidates to spend about 45 minutes exploring whether the opportunity is worth pursuing. Shortlisted candidates are normally contacted by the recruiter for the next steps. Only shortlisted candidates are usually contacted.
This post is for information only. It is not a job offer, and it does not guarantee employment. All details, including the closing date of October 29, 2026, the market-related salary with a bonus, the permanent nature of the role and the stated requirements, come from the original advert and should be confirmed there before you apply. Because this vacancy closes today, apply as soon as possible if you meet the requirements. Note that an identical listing for Gauteng, with the same reference (PR & Com) and the same closing date, is a regional variant of the same recruitment drive and is not published separately.
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This listing was originally posted by EQ-FIN — your application opens on their original job advert.
Apply on EQ-FIN's website →