Junior Financial Planner

About the Role

Our client is looking for an enthusiastic and career-focused Junior Financial Planner to join their established team in Soweto . This entry-level position offers the chance to learn from experienced professionals and develop a strong foundation in financial planning and wealth management. You will assist in developing financial strategies for clients, providing support in client meetings, and managing administrative tasks. This role is perfect for a motivated individual eager to start their career in finance and make a positive impact on clients' financial futures within the vibrant community of Gauteng .

Key Responsibilities

• Assist senior planners in developing and presenting financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial analysis, projections, and portfolio reviews for clients.
• Manage client communications and ensure timely follow-up on action items.
• Support the team with administrative duties and data entry tasks.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Strong interest in financial planning and wealth management.
• Excellent analytical, organizational, and problem-solving skills.
• Good communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.

Benefits

• Competitive entry-level salary with opportunities for salary increases based on performance.
• Comprehensive training program and mentorship from senior financial planners.
• Support for relevant professional certifications (e.g., CFP).
• Health insurance and retirement savings plan options.
• Collaborative team environment in Soweto , focused on client success.

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