Emerging Financial Planner - Hybrid, Mentorship & Growth

Placements24; Stellenbosch; Hybrid; ZAR 180,000 - 280,000; Full time

Benefits offered by this job

Hybrid work model

Medical aid

Retirement fund

Mentorship & study leave for certs

Job summary

Placements24 seeks a Junior Financial Planner in Stellenbosch to support senior planners in crafting tailored financial plans, gathering client data, and presenting projections. The role emphasizes client relationship-building and staying informed on market and regulatory changes.

The ideal candidate has a relevant finance degree, up to two years in financial services, and a strong client-service mindset, with exposure to CFP paths encouraged.

Qualifications

• Bachelor's degree in Finance, Financial Planning, Economics, or related discipline.
• Entry-level to 2 years of experience in financial services, preferably client-facing.
• Strong understanding of financial planning principles and investment concepts.
• Excellent interpersonal and communication skills, with a passion for client service.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Willingness to pursue relevant professional certifications (e.g., CFP).

Responsibilities

• Assist senior financial planners in developing comprehensive financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Conduct client needs analysis and gather financial data to inform planning strategies.
• Prepare financial projections and illustrations for client presentations.
• Build and maintain strong, long-term relationships with clients through regular communication and support.
• Stay updated on financial market trends, economic developments, and relevant regulatory changes.
• Support client onboarding processes and manage client service inquiries.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree in Finance, Financial Planning, Economics, or related

Tools

Microsoft Office

Excel

PowerPoint

Job description

Placements24 seeks a Junior Financial Planner in Stellenbosch to support senior planners in crafting tailored financial plans, gathering client data, and presenting projections. The role emphasizes client relationship-building and staying informed on market and regulatory changes.

The ideal candidate has a relevant finance degree, up to two years in financial services, and a strong client-service mindset, with exposure to CFP paths encouraged.