Intern: Financial Advisor (Bellville)

Hr Options; Cape Town; On-site; ZAR 67,000 - 100,000; Full time

Job summary

HR Options is seeking an Intern Financial Advisor to join our team in Bellville for a 12-month internship. You will assess client financial needs, conduct research, and develop tailored financial roadmaps to guide advisors and clients in making informed investment decisions.

The role requires a 3-year finance-related degree and involves travel to corporate clients for practical experience, with responsibilities spanning analysis, proposals, and presentations.

Qualifications

• 3-year finance-related degree or equivalent is required.
• Internship for 12 months.
• Strong analytical and communication skills.

Responsibilities

• Assess client financial needs and circumstances.
• Research and analyze suitable products/services.
• Draft tailored financial planning roadmaps.
• Propose solutions and recommendations.
• Build relationships with colleagues and clients.
• Stay up to date with product information.
• Prepare investment/retirement/estate proposals.
• Deliver presentations and public talks.
• Travel to corporate clients for practical experience.

Skills

Financial analysis

Client needs assessment

Research

Public speaking

Education

B Finance or related degree

Job description

An established company in the financial services sector is looking for Intern Financial Advisors to join their team for 12 months.

Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each client’s financial circumstances. Compile tailor-made, correctly structured financial planning roadmaps to guide our financial advisors and clients to make better financial and investment decisions.

Qualifications:

• 3-year Finance-related degree (preferably B Finance)

Duties include but are not limited to:

• Undertake highly technical analytical work.
• Assessment of client financial needs and circumstances.
• Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
• Keep up to date with product information.
• Preparing investment-, retirement-, estate-, and long term risk proposals.
• Public speaking and presentations
• Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.

INTERN: FINANCIAL ADVISOR (BELLVILLE) Bellville, City of Cape Town, South Africa