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Junior Financial Planner Port ElizabethHeadhunt • Port Elizabeth, Eastern Cape, South Africa
Junior Financial Planner Port Elizabeth

Junior Financial Planner Port Elizabeth

Headhunt • Port Elizabeth, Eastern Cape, South Africa
2 days ago
Job description

Our client in the Financial Services / Wealth Management industry is seeking to employ a Junior Financial Planner to join their team based in Port Elizabeth.

Exciting Opportunity:

Join a dynamic and forward-thinking team where your skills will make an immediate impact and your career can thrive. This is an excellent opportunity for a recent graduate or early-career professional looking to build a rewarding career in financial planning and wealth management. As a Junior Financial Planner you will work closely with experienced advisors assisting clients in achieving their financial goals through comprehensive financial planning solutions. Full training will be provided.



Requirements:

  • Must be in possession of a completed Bachelors degree or diploma in Financial Planning Commerce Economics Finance or a related field.
  • Strong analytical and numerical skills.
  • Outgoing proactive and client-focused.
  • Passionate about personal finance.
  • Committed to helping clients achieve financial success.

Responsibilities:

  • Assist in the preparation and implementation of financial plans.
  • Conduct client research and gather financial information.
  • Prepare reports proposals and financial planning recommendations.
  • Support senior financial planners with client reviews and meetings.
  • Maintain accurate client records and ensure regulatory compliance.
  • Monitor investment portfolios and assist with ongoing client servicing.
  • Build and maintain strong client relationships.

Please note that if you do not receive a response within 2 weeks of your application your application has been unsuccessful.




Required Experience:

Junior IC


Employment Type : Full-Time
Experience: years
Vacancy: 1

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Junior Financial Planner Port Elizabeth • Port Elizabeth, Eastern Cape, South Africa

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