Financial Advisor Internship

Network Finance; Wes-Kaap; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Network Finance is seeking a recent BCom graduate in Financial Planning, Investment Management, CFP, or a similar qualification to support Financial Advisors with planning, reviews, and investment administration.

You will conduct research on investment products, assist with client needs analyses and financial assessments, and help build strong relationships with clients and internal stakeholders; ongoing mentoring and career growth opportunities are offered.

Qualifications

• Recent graduate with BCom Financial Planning, BCom Investment Management or CFP.
• Strong enthusiasm for investments, wealth management and financial planning.
• Willingness to learn and grow in a mentoring environment.

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

Passion for investments and wealth

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.