Financial Advisory Intern — Strategy & Planning

HR Options; Rustenburg; On-site; ZAR 67,000 - 112,000; Full time

Job summary

HR Options in Rustenburg, South Africa, seeks an Intern Financial Advisor for a 12-month contract. The role focuses on assessing client financial needs, researching suitable products, and crafting tailored financial planning roadmaps to guide advisors and clients in making informed investment decisions.

The internship requires a 3-year finance-related degree (preferably B.Com Finance) and involves engaging in technical analysis, presenting solutions, and building relationships across the

Qualifications

• 3-year Finance-related degree (preferably B.Com Finance).
• Undertake highly technical analytical work.
• Assessment of client financial needs and circumstances.
• Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.

Responsibilities

• Assessment of client financial needs and circumstances.
• Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
• Keep up to date with product information.
• Preparing investment-, retirement-, estate-, and long term risk proposals.
• Public speaking and presentations.
• Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.

Education

3-year Finance-related degree (preferably B.Com Finance)

Job description

HR Options in Rustenburg, South Africa, seeks an Intern Financial Advisor for a 12-month contract. The role focuses on assessing client financial needs, researching suitable products, and crafting tailored financial planning roadmaps to guide advisors and clients in making informed investment decisions.

The internship requires a 3-year finance-related degree (preferably B.Com Finance) and involves engaging in technical analysis, presenting solutions, and building relationships across the