Role Overview

EQ-FIN needs a Financial Planner (Full Training Provided. No Industry Related Experience Required!) who can step into a practical role in Century City (Western Cape), Bryanston, Pretoria, Mid-Vaal (Gauteng), Westville (KwaZulu Natal). A key part of the work involves Financial Planner (Full Training Provided.

Key Responsibilities

Keep momentum on no Industry Related Experience Required!) Provide advice on investments, retirement planning, risk protection, and wealth management.
Take responsibility for the core day-to-day work expected of a Financial Planner (Full Training Provided. No Industry Related Experience Required!).
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.

Requirements

Enough hands-on experience to understand the pace and standards of investment work.
Clear communication and the confidence to work with different stakeholders.
Sound judgement, ownership of assigned work and willingness to solve problems properly.