Financial Planning Intern - Research, Solutions and Roadmaps

HR Options; Rustenburg; On-site; ZAR 60,000 - 100,000; Full time

Job summary

HR Options in Rustenburg, South Africa is seeking an intern to support the financial advisory team. The role involves assessing client financial needs, researching suitable products, and drafting tailor-made, correctly structured financial planning roadmaps to guide our financial advisors and clients in making better financial and investment decisions.

The internship offers exposure to retirement, estate, and long-term risk proposals, plus opportunities for public speaking and presenting.

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 in Rustenburg, South Africa is seeking an intern to support the financial advisory team. The role involves assessing client financial needs, researching suitable products, and drafting tailor-made, correctly structured financial planning roadmaps to guide our financial advisors and clients in making better financial and investment decisions.

The internship offers exposure to retirement, estate, and long-term risk proposals, plus opportunities for public speaking and presenting.