Financial Planners – Opportunities in Durban, KZN
About this opportunity
Full-time Financial Planner role in Durban, KZN, requiring 2+ years of experience, finance/retirement planning knowledge, and a SA ID. Training and accreditation provided.
Financial Planners – Opportunities in Durban, KZN at EQ-FIN offers full-time roles for professionals in financial advisory, with structured training and regulatory accreditation. Located in Durban, KwaZulu-Natal, South Africa, this position emphasizes client relationship-building and compliance with financial regulations. Applicants must meet stringent local requirements, including a clean credit and criminal record, and must be South African citizens or permanent residents with valid identification. Formal training and exam support are provided by EQ-FIN’s academy and registered institutions.
Key details
South AfricaWhat you get
- Formal, ongoing in-house training through EQ-FIN’s Academy
- Support in completing regulatory exams (e.g., FAIS)
- Accreditation with the Financial Services Board
Documents needed
- Valid South African ID or Permanent Resident Document
- Clear credit record
- Clean criminal record
- Own car with valid driver’s license
- Relevant academic qualifications (e.g., Bachelor’s degree in Finance, Business Administration, or related field)
- Certifications such as CFP or FAIS (if applicable)
- Proof of work experience (minimum 2 years)
- References from previous employers or clients
How to apply
- Submit an application through EQ-FIN’s official job portal or email with required documents attached
- Complete an interview process including technical and behavioral assessments
- Attend in-house training and regulatory exams to obtain accreditation
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