Finance Intern: Client Advisory & Planning

HR Options; Cape Town; On-site; ZAR 67,000 - 100,000; Full time

Job summary

HR Options is seeking an Intern Financial Advisor to join our team in Bellville for a 12-month internship. You will assess client financial needs, conduct research, and develop tailored financial roadmaps to guide advisors and clients in making informed investment decisions.

The role requires a 3-year finance-related degree and involves travel to corporate clients for practical experience, with responsibilities spanning analysis, proposals, and presentations.

Qualifications

• 3-year finance-related degree or equivalent is required.
• Internship for 12 months.
• Strong analytical and communication skills.

Responsibilities

• Assess client financial needs and circumstances.
• Research and analyze suitable products/services.
• Draft tailored financial planning roadmaps.
• Propose solutions and recommendations.
• Build relationships with colleagues and clients.
• Stay up to date with product information.
• Prepare investment/retirement/estate proposals.
• Deliver presentations and public talks.
• Travel to corporate clients for practical experience.

Skills

Financial analysis

Client needs assessment

Research

Public speaking

Education

B Finance or related degree

Job description

HR Options is seeking an Intern Financial Advisor to join our team in Bellville for a 12-month internship. You will assess client financial needs, conduct research, and develop tailored financial roadmaps to guide advisors and clients in making informed investment decisions.

The role requires a 3-year finance-related degree and involves travel to corporate clients for practical experience, with responsibilities spanning analysis, proposals, and presentations.