Junior Financial Planner

Placements24; Riverton (UT); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Remote work

Mentorship and guidance from seasoned

Certification support

Career development opportunities

Job summary

Placements24 is seeking a Junior Financial Planner to join a remote team servicing clients across South Africa, with focus on Upington, Northern Cape. You will assist senior planners in developing personalized financial strategies, including retirement planning, investments, and risk management.

The role offers remote work flexibility, opportunities to learn from experienced professionals, and pathways to professional certification.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–2 years in financial services, preferably with exposure to financial planning or client advisory.
• Strong understanding of financial planning, investments, and risk management.
• Proficient in Excel and PowerPoint.
• Excellent analytical and communication skills.

Responsibilities

• Assist senior financial planners in creating comprehensive financial plans for clients.
• Gather client financial information, including income, expenses, assets, and liabilities.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial plan projections and presentations for client review.
• Support clients with inquiries regarding their financial plans and investment portfolios.
• Ensure compliance with financial planning regulations and company policies.
• Help manage client relationships and schedule follow-up meetings.
• Process client applications and maintain accurate client records.
• Stay updated on the latest developments in financial planning and investment strategies.
• Contribute to team efforts and participate in training sessions.

Skills

Analytical skills

Communication skills

Time management

Client-centric

Microsoft Excel

PowerPoint

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Microsoft Excel

PowerPoint

Job description

About the Role

Our client, a forward-thinking financial advisory firm, is looking for an enthusiastic Junior Financial Planner to join their remote team servicing clients across South Africa, with specific focus areas including Upington, Northern Cape . This role is an excellent opportunity for an ambitious individual eager to build a career in financial planning and wealth management. You will work closely with senior planners, assisting in the development of personalized financial strategies for clients, including retirement planning, investment advice, and risk management. This position offers the flexibility of remote work, allowing you to manage your schedule effectively while providing essential financial guidance to clients. If you are passionate about helping individuals achieve their financial goals and possess strong analytical and communication skills, this role is a perfect entry point into the financial planning profession.

Key Responsibilities

• Assist senior financial planners in creating comprehensive financial plans for clients.
• Gather client financial information, including income, expenses, assets, and liabilities.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial plan projections and presentations for client review.
• Support clients with inquiries regarding their financial plans and investment portfolios.
• Ensure compliance with financial planning regulations and company policies.
• Help manage client relationships and schedule follow-up meetings.
• Process client applications and maintain accurate client records.
• Stay updated on the latest developments in financial planning and investment strategies.
• Contribute to team efforts and participate in training sessions.

Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications or progress towards them (e.g., CFP) are highly desirable.
• A minimum of 1-2 years of experience in a financial services role, preferably with exposure to financial planning or client advisory.
• Strong understanding of financial planning principles, investment concepts, and risk management.
• Excellent analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
• A client-centric approach and a genuine desire to help others achieve their financial goals.
• Ability to work independently and manage time effectively in a remote setting.
• Keen attention to detail and strong organizational skills.
• Proactive attitude and willingness to learn and grow in the field.

Benefits

• Competitive remuneration package, including base salary and potential performance-based incentives.
• Fully remote work arrangement offering significant flexibility.
• Mentorship and guidance from experienced financial planning professionals.
• Opportunities for professional development, training, and certification support.
• Exposure to a diverse client base and a wide range of financial products.
• The chance to build a rewarding career in financial planning.
• Contribution to a company focused on client success and financial well-being.