Financial Advisor Internship

Network Finance; Rustenburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Network Finance is seeking a candidate who recently completed a BCom Financial Planning, BCom Investment Management or CFP to assist Financial Advisors with planning, investments, and client reviews. The role focuses on research, analyses, and preparing financial plans and investment proposals while building strong client relationships.

Mentoring and career growth opportunities are emphasized. The position offers learning-rich exposure to wealth management in a reputable firm and opportunities

Qualifications

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

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

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.