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Junior Financial Planner

Junior Financial Planner

Time PersonnelCape Town, Western Cape, South Africa
1 day ago
Job description

Junior Financial Planner required in Cape Town.

Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role.

Fluency in Afrikaans and English will be required.

Requirements :

  • A completed BCom degree (Finance / Business / Insurance / Risk advantageous)
  • Genuine interest in developing a long‑term career in insurance
  • Fluent in English and Afrikaans (both essential)
  • Detail‑oriented, organised, and eager to learn
  • Confident communicator with a professional attitude
  • Able to work in‑office in Claremont Monday to Friday
  • Full training provided — perfect for graduates
  • Clear career growth opportunities within the insurance sector
  • Supportive, friendly team environment
  • A chance to gain valuable, practical experience from day one

Duties and Responsibilities :

  • Support the team with day‑to‑day insurance administration
  • Assist with client enquiries and prepare policy documentation
  • Update and maintain accurate client records
  • Liaise with insurers and internal departments
  • Ensure compliance with industry standards
  • Provide general administrative support
  • #J-18808-Ljbffr

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    Financial Planner • Cape Town, Western Cape, South Africa

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