Investment & Financial Planning Intern

JVR Software; Rustenburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Network Finance in North West is seeking a recent graduate with a BCom in Financial Planning, BCom Investment Management or CFP to help clients reach their financial goals through solid planning and investment advice. You will assist with planning, reviews and investment proposals while gaining exposure to a reputable firm that emphasizes mentoring and career growth.

Join a team that supports financial advisors with planning, research, and client analysis, while building strong client

Qualifications

• Recent graduate with BCom Financial Planning, BCom Investment Management or CFP.
• Strong interest in investments, wealth management and financial planning.

Responsibilities

• Assist Financial Advisors with financial planning and investment administration.
• Support the preparation of client reviews, financial plans, and investment proposals.
• Conduct research on investment products, funds, and financial planning solutions.
• Assist with client needs analyses and financial assessments.
• Build and maintain strong relationships with clients and internal stakeholders.

Skills

Investment mindset

Client relationship skills

Education

BCom Financial Planning, BCom Investment Management or CFP

Job description

Network Finance in North West is seeking a recent graduate with a BCom in Financial Planning, BCom Investment Management or CFP to help clients reach their financial goals through solid planning and investment advice. You will assist with planning, reviews and investment proposals while gaining exposure to a reputable firm that emphasizes mentoring and career growth.

Join a team that supports financial advisors with planning, research, and client analysis, while building strong client