Financial Planner: Training & Certification (Pretoria)

EQ-FIN; Pretoria; On-site; ZAR 360,000 - 600,000; Full time

Job summary

EQ-FIN in Pretoria is seeking a Financial Planner to deliver tailored wealth planning and advisory services. You will train through our academy and complete regulatory exams to obtain accreditation with the Financial Services Regulatory Authority, while building strong client relationships.

We value analytical thinkers with excellent communication skills. A bachelor’s in finance or related field is preferred; owning a car and SA ID are essential for this role.

Qualifications

• 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 relationships with clients.
• CFP or FAIS qualification advantageous.
• Bachelors degree in Finance, Business Administration, or related field advantageous.
• Own car and a valid driver's license essential.
• Clear credit record and criminal record.
• SA citizenship or permanent resident with SA ID.

Responsibilities

• Provide financial planning and advisory services.
• Undergo in-house training and regulatory exams.
• Obtain accreditation with the Financial Services Regulatory Authority.
• Engage in continuous professional development and CPD points.

Skills

Wealth Planning

Financial Advisory

Analytical skills

Communication skills

Relationship building

CFP/FAIS

Finance degree

Own car

Clear credit record

Criminal record clear

SA citizenship/ID

Education

Bachelors in Finance

Job description

EQ-FIN in Pretoria is seeking a Financial Planner to deliver tailored wealth planning and advisory services. You will train through our academy and complete regulatory exams to obtain accreditation with the Financial Services Regulatory Authority, while building strong client relationships.

We value analytical thinkers with excellent communication skills. A bachelor’s in finance or related field is preferred; owning a car and SA ID are essential for this role.