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Cape Town Region: Wealth Planners – Opportunities in Cape Town posted by EQ-FIN

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Job Description

About the Role

Join EQ-FIN as a Wealth Planner and shape your future, empowering others in the Cape Town region. As part of our team, you will provide comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products.

Key Responsibilities

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

Requirements

  • Wealth 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

  • Relevant industry qualifications such as CFP or FAIS (an advantage)
  • A Bachelor’s degree in Finance, Business Administration, or related field (an advantage)

Salary & Benefits

(This section will be added automatically by the application system. If not mentioned in original, this section will be blank)

How to Apply

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

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.

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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.


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



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