Liberty | Wealth Planner | Training from 1st day

Liberty | Wealth Planner | Training from 1st day, Western Cape - Careers24

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Liberty | Wealth Planner | Training from 1st day

Western Cape

Salary: Market Related

Bonus: Yes

Job Type: Permanent

Sectors: Legal Motoring Cruise Ship

Benefits: Bonus Training

Reference: CruLegMot

Apply before May 22 2026 | 6 Days left

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Vacancy Details

Employer: EQ-FIN

“It seems like you’re the kind of person who refuses to settle…” Does this sound familiar? You know you’re capable of more than your current role allows. You want freedom.  The kind that’s earned, not given. You enjoy taking ownership because you trust your own drive. And deep down, you’ve always felt a little entrepreneurial… even if you haven’t called it that yet. If that description mirrors who you are, keep reading.

 What’s the biggest challenge you’re facing in your career right now? Most ambitious people say the same things: “I’m capped, my earning potential isn’t tied to my effort.” “I want to build something of my own, but I don’t know where to start.” “I want a career with meaning, not just a job.” This role solves those exact problems.

THE OPPORTUNITY

We’re looking for driven individuals who want to build a successful Wealth Planning / Financial Advisory practice with the backing of the Liberty brand.  A brand that is well established and trusted within the South African economy. But here’s the honest, refreshing truth: This isn’t instant freedom. You will  start under supervision , with clear guidance, direction, and structured learning. That’s how top performers grow fastest. As you begin seeing clients, your flexibility increases immediately and in reality, that means  more time out in the field,  building your business and engaging with people. This isn’t just a job: This is a career with purpose.

WHAT YOU WILL ACTUALLY DO

Build real relationships with clients Help them protect, grow, and structure their wealth Shape financial plans that change lives Transition from structured supervision → confident independence Run your day like a business owner as your competence grows

“How am I supposed to succeed if I’ve never done financial planning before?” Great question — and exactly the type high‑calibre thinkers ask. Here’s how: You get  world‑class training You work under  structured supervision  while building your competence Experienced mentor guides you step‑by‑step You gain access to a trusted brand and full support ecosystem You’re equipped with systems, tools, and frameworks proven to build a book from scratch Your  only  job is to bring your ambition and work ethic.

THIS ROLE IS PERFECT FOR YOU IF:

You’re hungry, driven and goal‑oriented You enjoy working with people You want to build long-term financial independence You value structure while you learn, and freedom once you’re competent You’re comfortable being in control of your own results You’ve always felt “made for more” Experience is helpful,  not essential . Your mindset matters more.

WHAT’S IN IT FOR YOU?

The chance to build generational income Freedom that grows as you do Support, structure, and training that removes the guesswork A career that expands with your capability Flexibility once you begin meeting clients  

Required Skills

Strong Networking, Communication And Social Skills

Driven By The Challenge Of A Sales Environment And Writing Business

A High Flying Entrepreneur: 1 to 2 years

Candidate Requirements

Minimum Qualifications Grade 12-Matric A degree within any financial field Min 3 years working experience   Requirements

SA ID

Clear credit and no criminal record Reliable car (non-negotiable) Laptop is essential Unlimited internet connection preferable unlimited WIFI Driven by the challenge of a sales environment and writing business Strong networking, communication and social skills are essential A high flying entrepreneur who is ready for the next step in their career with unlimited potential You are willing to commit to a self-development learning path

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About EQ-FIN

EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry. While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service. We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world. We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.

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Job Details

• Country : Afrique du Sud

• Contract Type : CDI

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