Intern Financial Advisor: Build Client Plans

HR Options; Pretoria; On-site; ZAR 89,000 - 112,000; Full time

Job summary

HR Options in Pretoria is seeking Intern Financial Advisors for a 12-month period to assess client financial needs and develop tailored financial planning roadmaps. The role involves researching and analyzing suitable products and services based on each client’s circumstances.

Key duties include delivering technical analyses, drafting tailored recommendations, presenting to clients, and traveling to corporate clients for practical experience in financial advice and retirement benefit counseling.

Qualifications

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

Responsibilities

• 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.

Skills

Financial analysis

Education

B.Com Finance

Job description

HR Options in Pretoria is seeking Intern Financial Advisors for a 12-month period to assess client financial needs and develop tailored financial planning roadmaps. The role involves researching and analyzing suitable products and services based on each client’s circumstances.

Key duties include delivering technical analyses, drafting tailored recommendations, presenting to clients, and traveling to corporate clients for practical experience in financial advice and retirement benefit counseling.