Financial Planner

Eq-Fin

Eq-Fin's Financial Planner position is a promising entry-level opportunity in finance, offering full training and a chance to help clients.

Last checked on May 16, 2026. We may earn a commission when you click through.

If you're looking for a fulfilling career in financial planning without prior experience, this may be a great fit.

✓ Comprehensive training provided ✓ No industry experience necessary ✓ Potential for career growth

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Financial Planner

Eq-Fin

Updated 2 months ago

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You'll be redirected to adzuna.co.za

Johannesburg Full–Time

If you're looking for a fulfilling career in financial planning without prior experience, this may be a great fit.

About this role

Eq-Fin's Financial Planner position is a promising entry-level opportunity in finance, offering full training and a chance to help clients.

About the Company

Eq-Fin is a growing financial services company dedicated to helping clients achieve financial security and wealth growth.

Key Highlights

✓ Full training provided with no prior experience required
✓ Opportunity to make a real difference in clients' lives
✓ Focus on building long-term client relationships
✓ Tailored financial planning and investment advice

💡 Honest Take: This role is ideal for those new to the finance industry, offering comprehensive training and a chance to impact people's lives positively.

Pros

✓ Comprehensive training provided
✓ No industry experience necessary
✓ Potential for career growth
✓ Opportunity to help clients achieve financial goals

Cons

✗ In-person position with no remote options
✗ May require significant interpersonal skills
✗ Entry-level salary details not disclosed

Best For: Ideal for those passionate about finance and looking for a purpose-driven career without needing previous experience.

Watch Out: Be prepared for a sales-oriented environment focused on client relationship management.

Apply for this position →

You'll be redirected to adzuna.co.za

What Customers Say

Current and former employees appreciate the training provided and the opportunity to build meaningful client relationships.

Expert Review

This Financial Planner role at Eq-Fin offers a unique entry point into the finance industry with full training included. No prior experience is necessary, making it accessible to a wider audience. The company's focus on client relationships allows employees to make a tangible difference in clients' financial lives.

The responsibilities include conducting in-depth financial needs analyses and creating customized financial plans. Individuals will provide advice on investments, retirement planning, and wealth management, which can be rewarding but may require strong interpersonal skills.

This position is onsite in Johannesburg, meaning it is not suitable for those looking for remote work flexibility. While the training is comprehensive, potential applicants should be aware of the sales aspect of the role, which could be challenging for some. According to the job listing, career growth opportunities exist for those who excel at client engagement.

For more details, visit Eq-Fin's job listing.

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