Financial Advisor Internship

Network Finance; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Network Finance is seeking a recent graduate with a BCom Financial Planning, BCom Investment Management, or CFP qualification to support financial advisors in planning and investment administration. The role focuses on client reviews, financial plans, and research into investment products and solutions.

The position offers mentorship, training, and career growth within a reputable organisation dedicated to developing future financial professionals in South Africa.

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

Investments

Wealth management

Financial planning

Education

BCom Financial Planning

BCom Investment Management

CFP

Job description

Company and Job Description:

This opportunity is ideal for a candidate who has recently completed BCom Financial Planning, BCom Investment Management, CFP, or a similar finance-related qualification and is passionate about helping clients achieve their financial goals through sound financial advice and investment solutions. This is an exceptional opportunity to join a reputable organisation that is dedicated to developing future financial professionals and providing ongoing mentoring, training, and career growth opportunities!

Key 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

Job Experience and Skills Required:

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


• A strong passion for investments, wealth management, and financial planning.