Graduate Financial Planner — Mentored Path to CFP

Placements24; Noord-Kaap; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive starting salary

Commission/bonus structure

Comprehensive training program

Mentorship from experiencedprofession

Direct client interaction

Exposure to a wide range of financials

Career advancement opportunities

Professional work environment

Job summary

Placements24 is seeking a Graduate Financial Planner for its Kimberley-based wealth management client. You will support senior planners in developing personalized financial strategies, including investments and retirement planning, while gaining professional qualifications.

You will work closely with clients, participate in meetings, and benefit from comprehensive training and mentorship within a supportive environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Strong interest in personal finance and investment planning.
• Excellent analytical and quantitative skills.
• Willingness to pursue CFP or other professional certifications.

Responsibilities

• Assist senior planners in analyzing client financial situations.
• Prepare financial plans, investment proposals, and retirement projections.
• Research investment products, market trends, and economic conditions.
• Support client relationship management and communications.
• Ensure compliance with financial regulations and company policies.
• Process client applications and documentation accurately.
• Attend client meetings under supervision.
• Contribute to marketing and business development efforts.
• Stay updated on best practices and industry developments.

Skills

Analytical skills

Excel proficiency

Client-facing

Communication skills

Integrity and ethics

Education

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

Tools

MS Office Suite

Job description

Placements24 is seeking a Graduate Financial Planner for its Kimberley-based wealth management client. You will support senior planners in developing personalized financial strategies, including investments and retirement planning, while gaining professional qualifications.

You will work closely with clients, participate in meetings, and benefit from comprehensive training and mentorship within a supportive environment.