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Bedfordview: Wealth Planner – Training will be Provided posted by EQ-FIN

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Job Description

EQ-Fin is looking for individuals with leadership qualities who thrive on personal and professional growth and wish to build their own practice within our organization . We pride ourselves in professionally training, mentoring, coaching, and developing professional financial advisors of the highest calibre , who will make a difference in society and in doing so not only build wealth for themselves but for their valued clients as well. Liberty Group has opened the opportunity to individuals without industry experience . Every successful candidate joining Liberty Group, will be fully trained and developed. Provide direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning. Provide face-to-face advice effectively to motivate clients’ financial wellness. Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly. Provide appropriate financial solutions based on clients’ financial plans. Maintain security and confidentiality of company, and client data. Build sustainable long-term relationships with clients, by assisting them in achieving their financial goals. Handle client complaints and resolve problems. Minimum of Matric qualification SA Citizen Own Vehicle Drivers License Laptop Smart Phone Clear Criminal and Credit Record Business/Entrepreneur minded Strong Network/Networking Skills

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How to Apply

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

About Accounting / Finance Jobs in East Johannesburg

In East Johannesburg, the accounting and finance industry is a common sector with a steady demand for skilled professionals. Typically, this field is driven by the need for businesses to manage their finances effectively, ensuring they are operating within budget and making informed decisions about investments and growth. This demand often translates into job opportunities in roles such as financial analysts, accountants, and management accountants.

When it comes to salary expectations, the typical range for accounting and finance professionals in East Johannesburg is broad, with salaries varying widely depending on factors such as experience, company size, and industry sector. Generally, entry-level positions may start around R500 000 – R800 000 per annum, while senior roles can exceed R1 million per annum. However, it’s essential to note that these are broad estimates, and actual salaries can fluctuate significantly based on individual circumstances.

Common skills required for accounting and finance roles in East Johannesburg include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, attention to detail, and excellent communication and interpersonal skills. Typically, a degree in accounting, finance, or a related field is also expected. Additionally, relevant certifications like the Certified Public Accountant (CPA) designation can be beneficial for career advancement.

The accounting and finance industry is diverse, with common sectors including financial services, technology, manufacturing, and logistics. Often, these roles are found in major companies across various industries, as well as in smaller businesses and start-ups. The financial services sector, for example, employs accountants and finance professionals to manage the financial aspects of banking, insurance, and investments.

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For career development, accounting and finance professionals in East Johannesburg can expect opportunities to move into senior roles, such as financial controller or head of finance, within 5-10 years of experience. Typically, a postgraduate degree or advanced certification can also provide a competitive edge for career advancement. Furthermore, many companies offer training programs and mentorship schemes to support the professional development of their accounting and finance staff.


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



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