Assistant Financial Planner

JenRecruitment; Midrand; On-site; ZAR 167,000 - 223,000; Full time

Job summary

JenRecruitment in Midrand, South Africa, seeks an Assistant Financial Planner to provide administrative, research and client support within a professional financial planning environment. This entry-level role offers exposure to documentation and client service as you develop a career in financial planning.

The ideal candidate has a tertiary qualification in finance, strong attention to detail, fluent in Afrikaans and English, and can work independently or in a team.

Qualifications

• Relevant tertiary qualification in Financial Planning, Finance, Investments or related field.
• Experience in financial services or financial planning advantageous.
• Strong administrative and organisational skills.

Responsibilities

• Assist with the preparation and maintenance of client financial planning documentation.
• Provide administrative and research support to the Financial Planner.
• Assist with client records, quotations, applications and follow-up correspondence.
• Maintain accurate and confidential client information.
• Assist with day-to-day client service and financial planning administration.
• Liaise professionally with clients and assist with queries and follow-ups.

Skills

Administrative skills

Research skills

Client support

Attention to detail

Education

Tertiary qualification in Financial Planning/Finance/Investments

Job description

We are looking for an Assistant Financial Planner to join a professional financial planning environment and provide strong administrative, research and client support to the financial planning team.

This is an excellent opportunity for someone with a financial services, finance, investments or related background who enjoys working with clients, documentation and detail and wants to develop their career within financial planning.

Key Responsibilities

• Assist with the preparation and maintenance of client financial planning documentation
• Provide administrative and research support to the Financial Planner
• Assist with client records, quotations, applications and follow-up correspondence
• Maintain accurate and confidential client information
• Assist with day-to-day client service and financial planning administration
• Liaise professionally with clients and assist with queries and follow-ups
• Ensure documentation and records are maintained accurately and efficiently

Minimum Requirements

• Relevant tertiary qualification in Financial Planning, Finance, Investments, Economics or a related field advantageous
• Previous experience within financial services, financial planning, investments or a similar environment advantageous
• Strong administrative and organisational skills
• Excellent attention to detail and accuracy
• Professional written and verbal communication skills
• Fluent in Afrikaans and English
• Good computer literacy
• Professional, well presented and confident when dealing with clients
• Ability to work independently as well as part of a team

What We're Looking For:

We are looking for someone who is reliable, organised, detail orientated and eager to build a career within the financial planning environment.

Salary: R15,000 – R20,000 per month, depending on experience and qualifications.

Application Notice

We receive a high volume of applications and carefully review each one. If you do not hear from us within 14 days, please consider your application unsuccessful. By applying, you consent to your information being processed and stored for recruitment purposes in line with POPIA.