Graduate Financial Planner

Placements24; Upington; Hybrid; ZAR 180,000 - 290,000; Full time

Benefits offered by this job

Hybrid work model

CFP certification support

Training and development

Job summary

Placements24 in Upington seeks a driven Graduate Financial Planner to join their advisory team. This role offers recent graduates a path into wealth management, investments, and retirement planning with hybrid client-facing and analytical duties.

You will work with diverse clients, develop tailored plans, and gain extensive training and support for professional qualifications, including CFP. The position features a competitive starting salary with commission opportunities and clear career

Qualifications

• Degree in Finance, Economics, Business, or related field.
• Strong understanding of financial markets and investment principles.
• Excellent analytical and problem-solving abilities.
• Outstanding communication and interpersonal skills.
• Commitment to obtaining CFP certification.

Responsibilities

• Assist in developing and presenting comprehensive financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Support senior planners with client portfolio analysis and management.
• Ensure compliance with financial regulations and company policies.
• Build and maintain strong client relationships through regular communication.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Problem-solving

Understanding of financial markets

Client relationship building

Education

Degree in Finance, Economics, Business

CFP certification (desirable)

Job description

About the Role

Our client is seeking a driven and client-focused Graduate Financial Planner to join their advisory team in Upington . This role offers a unique opportunity for recent graduates to embark on a career in financial services, providing expert guidance on wealth management, investment strategies, and retirement planning. You will work with a diverse clientele, understanding their financial goals and developing tailored plans to help them achieve financial security. This hybrid position blends client-facing responsibilities with administrative and analytical tasks, offering comprehensive exposure to the financial planning profession and fostering professional growth within a reputable organization.

Key Responsibilities

• Assist in developing and presenting comprehensive financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Support senior planners with client portfolio analysis and management.
• Ensure compliance with financial regulations and company policies.
• Build and maintain strong client relationships through regular communication.

Requirements

• Degree in Finance, Economics, Business, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent analytical and problem-solving abilities.
• Outstanding communication and interpersonal skills.
• Commitment to obtaining relevant financial planning certifications (e.g., CFP).

Benefits

• Competitive starting salary with commission opportunities.
• Extensive training and support for professional qualifications.
• Exposure to wealth management and financial advisory practices.
• Hybrid work model for optimal work-life integration.
• Career progression opportunities within a leading financial firm.