Financial Planners – Opportunities in Cape Town

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

Join EQ-FIN as a Financial Planner – Shape Your Future, Empower Others Opportunities in the Cape Town Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financ...

Qualifications

• Wealth Planning and Financial Advisory skills (will be trained on)
• 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
• Relevant industry qualifications such as CFP or FAIS an advantage
• A Bachelors degree in Finance, Business Administration, or related field an advantage
• Own car and a valid drivers license essential
• Must have a clear credit record and criminal record
• Must be a South African Citizen or South African Permanent Resident with a South African ID number

You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey.