We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
resolve queries Regular visits of customers to build relationships Able to deal with internal stakeholders recommendations on possible remedies Administration Audit facilitation Customer communication Business Unit organizing Documenting facts Thinking Rationally Building Relationships
corporate governance control measures and internal audit processes. Ensure the well-being of our people and Familiarity with corporate governance and internal audit processes. Excellent communication and leadership
Performance Evaluation Systems and Process Reviews Audit and document findings Propose optimisations to embed assessment and repair process Key relationship audits Gap analysis and proposals on to how effectively
the operation of the business. Audit and Ad-Hoc Requests Fulfil all audit and ad-hoc requests accurately
Support operational maintenance, credit risk and audit processes for the purpose of preventive maintenance Forensic Management: Ensure regular liaison with audit teams regarding risks in the operations environment
industry standards. Conduct regular inspections and audits to identify potential hazards, unsafe practices auditors, on health and safety inspections and audits. Ensure that all hazardous activities are analysed
training and product specific training. Conducting of audits, which includes gathering of information, planning
training and product specific training. Conducting of audits, which includes gathering of information, planning
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications numeracy skills Ability to network, prospect and build relationships Good organisational and time management