Wealth Planner: In-House Training & CPD Support

EQ-FIN; Vaal Marina Community Center; On-site; ZAR 300,000 - 420,000; Full time

Job summary

EQ-FIN in the Vaal Triangle invites you to join as a Financial Planner. You will deliver wealth planning and advisory services and grow client relationships with ongoing training provided by our in-house academy and accreditation support.

We value analytical thinkers with strong communication skills, a clean credit and criminal record, a valid SA driver's license, and SA citizenship or permanent residency. You'll need at least 2 years' experience and relevant qualifications; own transport is

Qualifications

• Wealth planning and financial advisory skills; training provided.
• Minimum 2 years experience in the field.
• Knowledge of finance, investments and retirement planning.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Own car and valid SA driver’s license.
• Clear credit and criminal records required.
• South African citizen or permanent resident with SA ID.

Responsibilities

• Provide financial planning and advisory services to clients (training provided).
• Complete prescribed regulatory exams and maintain CPD requirements.

Skills

Wealth planning

Financial advisory

Analytical skills

Communication skills

Relationship building

Education

Finance degree

CFP/FAIS advantageous

Job description

EQ-FIN in the Vaal Triangle invites you to join as a Financial Planner. You will deliver wealth planning and advisory services and grow client relationships with ongoing training provided by our in-house academy and accreditation support.

We value analytical thinkers with strong communication skills, a clean credit and criminal record, a valid SA driver's license, and SA citizenship or permanent residency. You'll need at least 2 years' experience and relevant qualifications; own transport is