Junior Financial Planner - Port Elizabeth (Permanent)
Headhunt · Eastern Cape , Port Elizabeth · (Market related)
Posted 14 July 2026
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →Job Title: Junior Financial Planner - Port Elizabeth Start Date: 2026-07-14 - 2026-08-13 Vacancy Type: Permanent PE003649 Sectors: Banking, Finance, Insurance, Stockbroking Financial Service / Accounting Location: Eastern Cape , Port Elizabeth Salary: (Market related) Brief: brokerage|finance|financial|junior|management|planner|planning|wealth 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. 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. Detail: 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. show more... For more information please contact: Vicky Deyzel Apply