Job Description
About the Role
Join EQ-FIN as a Financial Planner and shape your future, empowering others. As a key member of our team, you will be responsible for providing comprehensive financial planning services to clients in Pretoria, Gauteng. With full training provided, we offer opportunities for career growth and development.
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
Qualifications
- Relevant industry qualifications such as CFP or FAIS an advantage
- 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
- Must be a South African Citizen or South African Permanent Resident with a South African ID number
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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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