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KwaZulu-Natal: Financial Planner (Full training, ongoing support and development provided) posted by EQ-FIN

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Job Description

Are you ready to begin a rewarding, purpose-driven career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their financial goals. Develop your skills, work with experienced professionals, and make a positive impact on people’s lives. As a Financial Planner, you will provide comprehensive financial advice and create personalized financial plans tailored to each client’s goals and objectives. Client Analysis Conduct thorough analysis of clients’ financial situations and goals. Assess clients’ financial situations, goals, and risk tolerance. Financial Planning Create customized financial plans based on clients’ objectives. Provide guidance on risk and investment strategies and portfolio management. Monitor and review clients’ financial plans on an ongoing basis. Cultivate, build and maintain strong client relationships. Seek out new clients and develop clientele through referrals and by networking to find new customers and generate lists of prospective clients. Matric (Essential) BCom / Finance related degree (Desirable) 2 years working experience Own vehicle Valid drivers license Clear credit history No criminal record Own laptop

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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.

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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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