Junior Financial Planner

Our client is looking for an enthusiastic and client-focused Junior Financial Planner to join their expanding team in Richards Bay. This entry-level position offers a fantastic opportunity for individuals passionate about personal finance to begin a rewarding career. You will assist senior planners in developing personalized financial strategies for clients, focusing on areas such as investment planning, retirement, and insurance needs. The role involves client interaction, administrative support, and learning the intricacies of wealth management within the coastal city of Richards Bay.

Key Responsibilities

• Assist senior financial planners in preparing financial plans and investment recommendations.
• Conduct client intake meetings to gather financial information and understand client goals.
• Process client applications and manage account administration.
• Research investment products and market trends to support planning advice.
• Communicate effectively with clients regarding their financial plans and account status.
• Ensure compliance with regulatory standards and company policies in all client interactions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong interest in personal finance and wealth management.
• Excellent communication and interpersonal skills for client engagement.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Ability to work independently and as part of a team in a hybrid work model.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).

Benefits

• Competitive starting salary with performance incentives.
• Comprehensive medical and retirement benefits.
• Structured training program and mentorship from experienced professionals.
• Hybrid work flexibility allowing for both remote and office-based work.
• Clear path for career progression within a reputable financial advisory firm.

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