Job Description
About the Role
Join EQ-FIN as a Financial Advisor and shape your future, empowering others in the Pretoria area. As an outsourced assurance management company representing Liberty Group Ltd and STANLIB, we aim to be the first choice for clients and financial advisors in South Africa. Our goal is to become the largest, tied independent insurance distribution company in the world while promoting a healthier South Africa through job creation and ongoing Corporate Social Responsibility work.
Key Responsibilities
- Provide comprehensive financial planning services to clients
- Advise on investments, retirement planning, and other financial products
- Conduct daily tasks such as financial assessments, developing tailored financial plans, and maintaining ongoing client relationships
Requirements
- Wealth Planning and Financial Advisory skills (training will be provided)
- Minimum 2 years of 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
- Relevant industry qualifications such as CFP or FAIS an advantage
Qualifications
- A 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
- You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty, or other registered Educational Institutions
Salary & Benefits
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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 Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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