Financial Planning Intern - Wealth Management & Mentorship

JVR Software; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Network Finance in Gauteng is seeking a candidate who recently completed a BCom in Financial Planning, BCom in Investment Management, CFP, or a similar finance qualification and is passionate about helping clients achieve their financial goals through sound financial advice and investment solutions.

This opportunity offers mentoring, training, and career growth within a reputable organisation that develops future financial professionals in the dynamic South African market.

Qualifications

• Recently completed BCom Financial Planning, BCom Investment Management or CFP.
• A strong passion for investments, wealth management, and financial planning.

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

Investments

Wealth management

Financial planning

Education

BCom Financial Planning

BCom Investment Management

CFP

Job description

Network Finance in Gauteng is seeking a candidate who recently completed a BCom in Financial Planning, BCom in Investment Management, CFP, or a similar finance qualification and is passionate about helping clients achieve their financial goals through sound financial advice and investment solutions.

This opportunity offers mentoring, training, and career growth within a reputable organisation that develops future financial professionals in the dynamic South African market.