Financial Planner — Training & Certification

EQ-FIN; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

EQ-FIN is seeking a Financial Planner in Durban to deliver wealth planning and comprehensive financial advisory services. You will train within our Academy and pursue regulatory accreditation, building strong client relationships as you grow your practice.

The role requires a minimum of two years’ experience, a valid SA driver's license, and a clear credit/criminal record. Candidates must be SA citizens or permanent residents with SA IDs.

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 client relationships.
• Own car and valid driver’s license.
• Must be a SA citizen or permanent resident with SA ID.

Skills

Wealth Planning

Financial Advisory

Interpersonal Skills

Analytical Skills

Problem Solving

Communication

Client Relationship

Driver's License

Education

Bachelors in Finance

Bachelors in Business Admin

CFP/FAIS (advantage)

Job description

EQ-FIN is seeking a Financial Planner in Durban to deliver wealth planning and comprehensive financial advisory services. You will train within our Academy and pursue regulatory accreditation, building strong client relationships as you grow your practice.

The role requires a minimum of two years’ experience, a valid SA driver's license, and a clear credit/criminal record. Candidates must be SA citizens or permanent residents with SA IDs.