Junior Financial Planner - Port Elizabeth
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Start free — we apply for you →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.
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