Financial Planner: Client Wealth Advisor with Training

EQ-FIN; Gauteng; On-site; ZAR 240,000 - 420,000; Full time

Job summary

EQ-FIN is seeking a Financial Planner in Johannesburg East Rand to help clients achieve their financial goals through wealth planning and investments. The role emphasizes strong relationship building, ethics, and communication.

Formal in-house training and regulatory exams are provided with support to earn CPD points, enabling ongoing professional development within Liberty Group and STANLIB partnerships.

Qualifications

• Wealth planning and financial advisory skills (training provided).
• Minimum 2 years work experience essential.
• Knowledge of Finance, Investments and Retirement Planning.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• CFP or FAIS qualifications advantageous.
• Bachelor's degree in Finance, Business Admin or related field advantageous.
• Own car and a valid driver's license essential.
• Clear credit record and criminal record.
• South African citizenship or permanent resident with SA ID.

Skills

Wealth Planning

Financial Advisory

Communication

Interpersonal Skills

Client Relationships

Problem-Solving

Own Car & Driver's License

Clear Credit & Criminal Record

Education

Bachelor's degree in Finance/Business Admin

CFP or FAIS advantageous

Job description

EQ-FIN is seeking a Financial Planner in Johannesburg East Rand to help clients achieve their financial goals through wealth planning and investments. The role emphasizes strong relationship building, ethics, and communication.

Formal in-house training and regulatory exams are provided with support to earn CPD points, enabling ongoing professional development within Liberty Group and STANLIB partnerships.