EQ.FIN Talent Acquisition Centre

18/05/2018

15/06/2017

Employment Opportunity

EQ-FIN currently has employment opportunities for individuals with strong entrepreneurial skills that are serious about attaining financial success.
The prospective candidate must be self-driven and have the desire to establish and develop lasting client relationships in the financial services industry.
We offer full, industry-leading training programmes and dedicated mentors determined to ensure you grow and reach your full potential in your goal of becoming a successful and fully accredited financial advisor.

Email your CV to: [email protected]

15/06/2017

What is a Financial Adviser?

Financial advisers provide clients with specialist advice on how to effectively manage their financial well-being. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs and then securing a sale.

Advisers may specialise in particular products, depending on their clients, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. Others are generalists, offering advice to clients in all of these areas, as well as saving plans and insurance.

Financial advisers may be known as financial planners or wealth managers.