Financial Planning Intern: Analyze, Advise & Present

HR Options; Gqeberha; On-site; ZAR 350,000 - 550,000; Full time

Job summary

HR Options is seeking a skilled financial analyst to assess client financial needs and tailor comprehensive roadmaps to guide our financial advisors and clients toward better decisions.

You will conduct research, analyze products and services, draft recommendations that meet clients’ goals, needs, and objectives, and develop productive working relationships across the organization. Travel to corporate clients for practical experience is expected.

Responsibilities

• 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.
• 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.

Job description

HR Options is seeking a skilled financial analyst to assess client financial needs and tailor comprehensive roadmaps to guide our financial advisors and clients toward better decisions.

You will conduct research, analyze products and services, draft recommendations that meet clients’ goals, needs, and objectives, and develop productive working relationships across the organization. Travel to corporate clients for practical experience is expected.