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Cape Town Region: Financial Planners – Opportunities in Cape Town (full training provided) posted by EQ-FIN

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Job Description

About the Role

Join EQ-FIN as a Financial Planner and shape your future, empowering others in Cape Town. We are an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. With full training provided, you’ll have the opportunity to develop comprehensive financial planning skills and provide expert advice to clients on investments, retirement planning, and other financial products.

Key Responsibilities

  • Conduct financial assessments for clients
  • Develop tailored financial plans
  • Maintain ongoing client relationships to help clients meet their financial goals

Requirements

  • Financial Planning and Financial Advisory skills (will be trained on)
  • Minimum 2 years work experience essential
  • Knowledge of Finance, Investments and Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients

Qualifications

  • CFP or FAIS qualifications an advantage
  • Bachelor’s degree in Finance, Business Administration, or related field an advantage
  • Own car and a valid driver’s license essential
  • Must have a clear credit record and criminal record
  • Must be a South African Citizen or South African Permanent Resident with a South African ID number

Salary & Benefits

[Salary information not specified]

Note: I’ve kept all the original requirements, responsibilities, and qualifications intact, while reorganizing the job description to follow the exact structure provided.

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 Western Cape

In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.

Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.

These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.

Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.

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



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