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

February 11, 2026 Jobs in Northern Suburbs

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

How to Apply

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

View Job Cape Town Region: Senior Bookkeeper

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.

View Job Pretoria: Pharmacy Manager

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

GO APPLY NOW

Safe & secure application process