Junior Financial Planner - Port Elizabeth
Headhunters · Port Elizabeth
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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.
Note that only candidates in the Eastern Cape – PE, Despatch and Uitenhage will be considered.
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.
Duties & Responsibilities
Requirements
- Must be in possession of a completed Bachelor's 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. Package & Remuneration
Monthly