Financial Advisor Intern – Wealth Planning

Network Finance; Gqeberha; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Network Finance is seeking an entry-level financial planning support candidate in South Africa. The role assists Financial Advisors with planning, investment administration and client reviews, while researching products and solutions to help clients reach their financial goals.

You will support the preparation of financial plans and investment proposals and build strong relationships with clients and internal stakeholders, with mentoring and career growth opportunities provided.

Qualifications

• Recently completed BCom Financial Planning, BCom Investment Management or CFP.
• 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

Education

BCom Financial Planning

BCom Investment Management

CFP

Job description

Network Finance is seeking an entry-level financial planning support candidate in South Africa. The role assists Financial Advisors with planning, investment administration and client reviews, while researching products and solutions to help clients reach their financial goals.

You will support the preparation of financial plans and investment proposals and build strong relationships with clients and internal stakeholders, with mentoring and career growth opportunities provided.