Financial Planner — In-House Training & Certification Path

EQ-FIN; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Benefits offered by this job

In-house training

Job summary

EQ-FIN in Cape Town is seeking a Financial Planner to shape futures for clients through wealth planning and financial advisory services. You will work to build and maintain strong client relationships and pursue excellence in service delivery.

You will receive formal in-house training through Liberty/Academy, complete prescribed regulatory exams, and obtain accreditation with the Financial Services Regulatory Authority with our assistance. Ongoing CPD is expected.

Qualifications

• You will receive formal, ongoing in-house training through our academy or Liberty.
• You will complete prescribed regulatory exams and obtain accreditation with the Financial Services Regulatory Authority with assistance.
• Continuous professional development earning CPD points throughout the learning journey.

Skills

Wealth Planning

Financial Advisory

Analytical Skills

Communication Skills

Interpersonal Skills

Client Relationships

CFP/FAIS advantage

Bachelor's in Finance/Related

Driver's License

Clear Credit & Criminal Record

SA Citizenship/PR

Education

Bachelor’s degree in Finance or related field

CFP/FAIS qualification (advantage)

Job description

EQ-FIN in Cape Town is seeking a Financial Planner to shape futures for clients through wealth planning and financial advisory services. You will work to build and maintain strong client relationships and pursue excellence in service delivery.

You will receive formal in-house training through Liberty/Academy, complete prescribed regulatory exams, and obtain accreditation with the Financial Services Regulatory Authority with our assistance. Ongoing CPD is expected.