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KwaZulu-Natal: Wealth Planner – No prior industry related experience required: Full training provided posted by EQ-FIN

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Job Description

About the Role

Are you looking for a career change or a new career opportunity to grow your own business? Are you an ambitious, self-motivated, highly energetic and determined entrepreneur with a passion for people and want to help people achieve their dreams by ensuring that they have the financial means to pursue them? Then YOU may be just the person we are looking for. Join a team of successful advisors within our organisation and receive leading industry training, mentorship program and an ongoing support structure to help you build your career and grow your portfolio.

Key Responsibilities

  • Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business planning.
  • Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.
  • Provide sound, comprehensive financial advice and guidance and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience during every interaction.

Requirements

  • Strong work ethic
  • Must be comfortable working with new technologies
  • Proficient on a computer
  • Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment
  • A self-starter with high energy levels and passionate about making a difference

Qualifications

  • Grade 12 (Matric)
  • Degree/Bcom (advantageous)

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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