Graduate Financial Planner Assistant

Placements24; LegKraal Gate; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship from certified planners

Hybrid work model

CFP pathway

Job summary

Placements24, a reputable financial advisory firm, seeks a Graduate Financial Planner Assistant to join their Mahikeng team. You will support certified financial planners in developing and implementing client financial strategies, focusing on data analysis, plan preparation and regulatory compliance.

This entry-level role offers rigorous training, mentorship and opportunities for professional growth in wealth management, with a hybrid work arrangement based in Mahikeng, North West.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• Strong interest in personal finance and investment management.
• Excellent analytical and quantitative skills.
• Proficient in Microsoft Office, especially Excel for financial modeling.
• Familiarity with financial planning software is a plus.
• Strong written and verbal communication skills.
• Exceptional interpersonal skills and client-centric approach.
• High integrity, discretion and attention to detail.
• Ability to work effectively in a team with multiple tasks.
• This position offers a hybrid work arrangement in Mahikeng, North West.

Responsibilities

• Assist financial planners in preparing personalized financial plans and investment proposals.
• Gather and organize client financial data, including assets, liabilities, income, and expenses.
• Conduct research on investment products, market trends, and economic conditions.
• Support ongoing management of client portfolios and monitor investment performance.
• Prepare client meeting materials and follow-up documentation.
• Ensure all client interactions and documentation comply with regulatory requirements.
• Assist with administrative tasks related to client servicing and office management.
• Develop a strong understanding of financial planning software and tools.
• Contribute to team efforts and assist colleagues as needed.

Skills

Analytical skills

Quantitative skills

Communication skills

Interpersonal skills

Team player

Education

Bachelor's degree in Finance/Economics/Accounting or related field

Tools

Microsoft Excel

Financial planning software

Job description

About the Role

Our client, a reputable financial advisory firm, is seeking an ambitious and detail-oriented Graduate Financial Planner Assistant to join their growing team in Mahikeng, North West . This role provides an excellent foundation for individuals aspiring to build a career in financial planning and wealth management. You will support certified financial planners in developing and implementing comprehensive financial strategies for clients. This includes assisting with client data analysis, preparing financial plans, managing client relationships, and ensuring regulatory compliance. We are dedicated to providing rigorous training, mentorship, and opportunities for professional growth within the financial services industry.

Key Responsibilities

• Assist financial planners in preparing personalized financial plans and investment proposals.
• Gather and organize client financial data, including assets, liabilities, income, and expenses.
• Conduct research on investment products, market trends, and economic conditions.
• Support the ongoing management of client portfolios and monitor investment performance.
• Prepare client meeting materials and follow-up documentation.
• Ensure all client interactions and documentation comply with regulatory requirements.
• Assist with administrative tasks related to client servicing and office management.
• Develop a strong understanding of financial planning software and tools.
• Contribute to team efforts and assist colleagues as needed.

Requirements

• A relevant Bachelor's degree in Finance, Economics, Accounting, or a related business field.
• A strong interest in personal finance and investment management.
• Excellent analytical and quantitative skills.
• Proficiency in Microsoft Office Suite, especially Excel for financial modeling.
• Familiarity with financial planning software is a plus.
• Strong written and verbal communication skills, with the ability to explain complex financial concepts.
• Exceptional interpersonal skills and a client-centric approach.
• High level of integrity, discretion, and attention to detail.
• Ability to work effectively in a team and manage multiple tasks.
• This position offers a hybrid work arrangement, based in Mahikeng, North West .

Benefits

• Comprehensive training in financial planning and wealth management.
• Mentorship from experienced and certified financial planners.
• Exposure to diverse client needs and financial strategies.
• Competitive entry-level salary and benefits.
• Opportunity to contribute to clients' financial well-being in Mahikeng, North West .
• Hybrid work model for flexible work arrangements.
• Pathway towards professional qualifications (e.g., CFP).