Financial Planner - Training & Growth in Advisory

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

Job summary

EQ-FIN is seeking a Financial Planner in Johannesburg North to shape your future and empower others. The role involves wealth planning and financial advisory duties, with formal in-house training through Liberty’s academy or other registered institutions.

You will undertake prescribed regulatory exams and obtain accreditation with the Financial Services Regulatory Authority with our assistance. The position offers continuous professional development, CPD points and opportunities to advance

Qualifications

• Wealth planning and financial advisory skills; training will be 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
• CFP or FAIS qualifications are an advantage
• Bachelors degree in Finance, Business Administration, or related field is an advantage
• Own car and a valid driver's license essential
• Must have a clear credit record and criminal record
• Must be a South African Citizen or South African permanent resident with SA ID

Responsibilities

• The role involves financial planning and advisory duties with ongoing training and development
• Build and maintain strong relationships with clients
• Complete regulatory exams with assistance and obtain necessary accreditation
• Engage in continuous professional development to earn CPD points

Skills

Wealth Planning

Financial Advisory

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

CFP/FAIS advantage

Finance knowledge

Retirement planning

Own car & driver's license

Clear credit & criminal record

SA citizenship or permanent resident

Education

Bachelors degree in Finance/Business Administration (advantage)

Job description

EQ-FIN is seeking a Financial Planner in Johannesburg North to shape your future and empower others. The role involves wealth planning and financial advisory duties, with formal in-house training through Liberty’s academy or other registered institutions.

You will undertake prescribed regulatory exams and obtain accreditation with the Financial Services Regulatory Authority with our assistance. The position offers continuous professional development, CPD points and opportunities to advance