Financial Planners – Shape Your Future, Empower Others Opportunities In Johannesburg (Full Trainin

Eq-Fin; Johannesburg; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Johannesburg seeks a Financial Planner to provide comprehensive financial planning services. This full-time hybrid role includes conducting financial assessments, developing tailored plans, and maintaining client relationships. Candidates should have financial planning skills, a degree in Finance or Business Administration, and a valid driver's license. Ongoing in-house training and professional development opportunities are provided.

Benefits

Formal ongoing in-house training

Qualifications

• Minimum 2 years work experience essential.
• Knowledge of Finance, Investments and Retirement Planning required.
• Must have clear credit and criminal records.

Responsibilities

• Provide comprehensive financial planning services.
• Conduct financial assessments and develop tailored financial plans.
• Maintain ongoing client relationships.

Skills

Financial Planning

Financial Advisory

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Bachelor's degree in Finance or Business Administration

Relevant industry qualifications such as CFP or FAIS

Job description

Join EQ-FIN as a Financial Planner Shape Your Future, Empower Others Opportunities in Johannesburg, Gauteng (full training provided) Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry.

The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits.

We aim to be the first choice for clients and financial planners in South Africa and aspire to become the largest, tied independent insurance distribution company in the world.

EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work.

Role Description This is a full-time hybrid role for Financial Planners based in Johannesburg; with some work from home options available.

The Financial Planner will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products.

The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Qualifications Financial 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.

If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on

• or 27 XXX-XXXX for a confidential career discussion.