Job Description
About the Role
Are you ready to take control of your future? Join one of Liberty’s top-performing franchises EQ-Fin and start a rewarding new career as a Financial Advisor. Whether you’re looking to switch careers, find more purpose in your work, or take charge of your income potential, this is your opportunity to build a successful business within a trusted and established financial services group.
Key Responsibilities
- Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments
- Explain tax laws relevant to certain investments and help with insurance decisions
- Network and prospect in order to secure new clients
- Set up appointments and meet with clients
- Analyse clients’ financial situation (e.g. income, expenses and liabilities)
- Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)
- Customize financial plans according to clients changing needs
- Present and sell suitable financial products and services
Requirements
- Driven, goal-oriented individuals seeking a meaningful career change
- Excellent communication and relationship-building skills
- Entrepreneurial mindset and a passion for helping others
- South African citizenship
- Matric (Grade 12) required; tertiary qualification advantageous
- Must have own transport and valid driver’s license
Qualifications
- Completed tertiary qualification or higher (advantageous)
Salary & Benefits
- Comprehensive training, mentorship, and development from industry experts
- The backing of Liberty’s leading systems, support, and reputation
- Flexible working hours and independence
- Growth potential – your income reflects your effort and ambition
- Access to cutting-edge financial planning tools and client management systems
How to Apply
If you’re serious about making a change and building a fulfilling career with Liberty | EQ-Fin, apply today and take the first step toward becoming a professional Financial Advisor.
About Accounting / Finance Jobs in South Africa
In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.
Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.
Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.
Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.
Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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