Graduate Financial Planner Intern – Build Your Client Base

Pps; East London; Hybrid; ZAR 520,000 - 800,000; Full time

Job summary

PPS in East London, Eastern Cape invites a dedicated Financial Planner to join our client-facing advisory team. The role combines in-person and remote client meetings to craft comprehensive financial plans, retirement strategies, and wealth management solutions.

You will analyze client finances, design tailored plans, and guide progress toward long-term goals with a strong emphasis on ethical service. The ideal candidate has 3+ years of financial planning experience, with a solid grasp of SA

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; CFP® is advantageous.
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong knowledge of financial planning principles, investment products, insurance, and retirement planning strategies.
• Excellent understanding of South African financial markets and regulations.
• Proficient in financial planning software and MS Office.

Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing income, expenses, assets, and liabilities.
• Develop personalized financial plans covering retirement, investments, insurance, education funding, and estate planning.
• Recommend suitable financial products and investment strategies based on client goals and risk profiles.
• Educate clients on financial concepts and strategies to enhance their financial literacy.
• Monitor client progress towards financial goals and adjust plans as needed.
• Stay informed about market trends, economic conditions, and regulatory changes.
• Build and maintain long-term relationships with a diverse client base.
• Ensure compliance with industry regulations and company policies.
• Collaborate with accountants and attorneys when necessary.

Skills

Client relationship management

Communication skills

Active listening

Interpersonal skills

Ethical conduct

Education

Bachelor's degree in Finance, Economics, or related field

CFP certification (preferred)

Tools

Financial planning software

MS Office

Job description

About the Role Our client, a reputable financial advisory firm, is seeking a dedicated and client-focused Financial Planner to join their team in East London, Eastern Cape . This hybrid role involves meeting with clients both in person and remotely to provide comprehensive financial planning services. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and guiding them towards achieving their long‑term financial goals, including retirement planning, investment strategies, and wealth management. The ideal candidate possesses strong interpersonal skills, a thorough knowledge of financial products, and a commitment to ethical client service. This position offers a rewarding career path in a dynamic, client‑facing role within the East London community.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing income, expenses, assets, and liabilities.
• Develop personalized financial plans covering retirement, investments, insurance, education funding, and estate planning.
• Recommend suitable financial products and investment strategies based on client goals and risk profiles.
• Educate clients on financial concepts and strategies to enhance their financial literacy.
• Monitor client progress towards financial goals and make necessary plan adjustments.
• Stay informed about market trends, economic conditions, and changes in financial regulations.
• Build and maintain strong, long‑term relationships with a diverse client base.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other professionals, such as accountants and attorneys, when necessary.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications (e.g., CFP®) are highly advantageous.
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong knowledge of financial planning principles, investment products, insurance, and retirement planning strategies.
• Excellent understanding of South African financial markets and regulations.
• Exceptional communication, active listening, and interpersonal skills.
• Proficiency in financial planning software and MS Office Suite.
• Demonstrated ability to build rapport and trust with clients.
• Ability to work effectively in a hybrid environment, managing appointments both in‑office in East London and remotely.
• High ethical standards and a commitment to client best interests.