Financial Planners – Opportunities in Johannesburg North
About this opportunity
Full-time Financial Planner role in Johannesburg, South Africa. Requires 2+ years experience, finance/wealth planning knowledge, SA citizenship/residency, and a valid driver’s license. Training and accreditation provided.
Financial Planners at EQ-FIN in Johannesburg, Gauteng, South Africa offers a full-time role for those passionate about financial advisory. EQ-FIN, part of the Liberty Group Ltd and STANLIB, provides structured training and regulatory accreditation to support career growth in wealth planning and financial services. The position emphasizes client relationship-building, analytical skills, and compliance with financial regulations. Applicants must meet stringent local requirements, including a clean record and South African citizenship or residency status.
What it offers
- Full-time employment in Johannesburg North.
- Formal, ongoing in-house training through EQ-FIN’s Academy, including partnerships with Liberty Group Ltd and other registered institutions.
- Regulatory exam support to obtain accreditation in Financial Services.
- 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 record are essential.
- Empowerment to shape futures through financial advisory and client empowerment.
Who can apply
Applicants must be South African Citizens or South African Permanent Residents with a valid ID number. A minimum of 2 years of work experience in finance, investments, or retirement planning is required. Relevant industry qualifications (e.g., CFP, FAIS) and a degree in a related field are advantageous but not mandatory.
How to apply
- Deadline: Applications close 2026-12-07.
- Submit applications through the EQ-FIN careers portal (specific link not provided).
- Ensure all required documents (CV, ID copy, proof of experience) are included.
Good to know
- No stipend, salary, or relocation benefits are mentioned; focus is on training and regulatory accreditation.
- No mention of remote work or hybrid arrangements—full-time on-site required.
- No specific salary range provided; compensation is implied through training and career progression.
- No language requirements beyond English proficiency for client interactions (assumed).
Key details
South AfricaWhat you get
- Formal, ongoing in-house training through EQ-FIN’s Academy (partnerships with **Liberty Group Ltd** and other institutions).
- Support to complete regulatory exams for **Financial Services accreditation**.
- Advantageous industry qualifications (CFP, FAIS) and degree preferred but not mandatory.
Documents needed
- CV
- Copy of South African ID (Citizen/Permanent Resident)
- Proof of minimum 2 years relevant work experience
- Clear credit record and criminal background check
How to apply
- Submit applications via EQ-FIN’s careers portal (link not provided).
- Include CV, ID copy, and proof of experience.
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