Assistant Financial Planner: Grow Your Career in Finance

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

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.