Financial Planners – Opportunities in Cape Town

Financial Planners – Full-Time Position at EQ-FIN in Cape Town, South Africa EQ-FIN, an outsourced assurance management company linked to Liberty Group Ltd and STANLIB, offers a full-time job for Financial Planners in Cape Town. This role focuses on wealth planning and financial advisory, with structured training and regulatory accreditation support.

What it offers

• Formal, ongoing in-house training through EQ-FIN’s Academy, including partnerships with Liberty and other registered institutions.
• Regulatory exam preparation to obtain accreditation with the Financial Services Conduct Authority (FSCA).
• No upfront stipend or salary amount mentioned; benefits include accreditation support and training.

Who can apply

• South African Citizens or Permanent Residents with a valid South African ID number.
• Minimum 2 years of work experience in finance, investments, or retirement planning.
• Bachelor’s degree in Finance, Business Administration, or related field is an advantage.
• Own car with a valid driver’s license and a clear credit and criminal record are essential.
• Wealth Planning and Financial Advisory skills (training provided).
• Relevant industry qualifications (e.g., CFP, FAIS) are a plus.

How to apply

• Apply directly through EQ-FIN’s official recruitment portal (specific link not provided).
• Submit required documentation (not explicitly listed in the source).

Good to know

• Application deadline: December 7, 2026 (explicitly stated).
• Location: Cape Town, Western Cape, South Africa (full-time).