Financial Planners – Opportunities in Pretoria

Financial Planners at EQ-FIN in Pretoria, South Africa offers a full-time role for individuals passionate about financial planning and advisory. EQ-FIN, part of the Liberty Group Ltd and STANLIB, provides structured training and regulatory accreditation to support career growth in the financial services sector. The position requires strong analytical skills, client relationship management, and a commitment to compliance and professional development. Applicants must meet strict local requirements, including a valid South African ID and clean background checks.

What it offers

• Full-time employment in Pretoria, Gauteng.
• Formal, ongoing in-house training through EQ-FIN’s Academy, including partnerships with Liberty and other educational institutions.
• Regulatory exam support to obtain accreditation with the Financial Services Regulatory Authority (FSB).
• Advantageous qualifications (CFP, FAIS) and a Bachelor’s degree in Finance, Business Administration, or related fields are preferred.
• Own car with a valid driver’s license and a clear credit and criminal record are mandatory.
• Empowerment to shape futures through client-focused financial advisory work.

Who can apply

Applicants must be South African Citizens or Permanent Residents with a valid South African ID number. A minimum of 2 years of work experience in finance, investments, or retirement planning is essential. Relevant industry qualifications (e.g., CFP, FAIS) and a degree in a related field are advantageous but not mandatory.

How to apply

• Apply directly through EQ-FIN’s official job portal or contact their HR department.
• Submit required documentation, including CV, proof of ID, and references.
• Deadline for applications: December 7, 2026 (exact date provided in the source).

Good to know

• No relocation assistance is mentioned; local residency is required.
• No salary or benefits details were provided in the source.
• No specific application steps beyond submission via EQ-FIN’s channels were detailed.
• No language requirements were specified.