Finance Internship: Wealth & Investment Planning

JVR Software; Wes-Kaap; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Network Finance in the Western Cape is seeking a motivated newcomer who has recently completed a BCom Financial Planning, BCom Investment Management, or CFP to start a career in financial planning and investment advisory.

You'll assist Financial Advisors with planning and investment administration, help prepare client reviews and proposals, research investment products, and build strong relationships with clients and internal stakeholders.

Qualifications

• Recently completed BCom Financial Planning, BCom Investment Management or CFP.
• Strong passion for investments, wealth management, and financial planning.

Responsibilities

• Assist Financial Advisors with financial planning and investment administration.
• Support the preparation of client reviews, financial plans, and investment proposals.
• Conduct research on investment products, funds, and financial planning solutions.
• Assist with client needs analyses and financial assessments.
• Build and maintain strong relationships with clients and internal stakeholders.

Skills

BCom Financial Planning

BCom Investment Management

CFP

Passion for investments

Education

BCom Financial Planning

BCom Investment Management

CFP

Job description

Network Finance in the Western Cape is seeking a motivated newcomer who has recently completed a BCom Financial Planning, BCom Investment Management, or CFP to start a career in financial planning and investment advisory.

You'll assist Financial Advisors with planning and investment administration, help prepare client reviews and proposals, research investment products, and build strong relationships with clients and internal stakeholders.