Junior Financial Planner

Placements24; Benoni; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive starting salary with tips/

Training program and CFP certification

Medical aid and retirement provisions

Hybrid work model in Benoni

Job summary

Placements24 is seeking a an ambitious Junior Financial Planner in Benoni, Gauteng. This hybrid role combines in-office client interaction with remote work flexibility, reporting to senior planners, and focusing on investments, retirement planning, and risk management.

You will develop comprehensive client plans, analyze needs, gather data, and implement recommendations while adhering to regulatory requirements and company policies.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• CFP designation in progress is desirable.
• Prior experience in financial services or client support.
• Strong understanding of financial markets and basic planning principles.
• Excellent communication and interpersonal skills.
• Proficiency in planning software and Microsoft Office.

Responsibilities

• Assist senior financial planners in developing tailored financial plans for clients.
• Conduct client needs analysis and gather financial information.
• Research investment products, market trends, and economic conditions.
• Prepare financial projections and scenario analyses.
• Support the implementation of financial plans, including investment recommendations and insurance solutions.
• Monitor client portfolios and provide regular performance updates.
• Ensure compliance with regulatory requirements and company policies.
• Build and maintain strong client relationships with excellent service.
• Stay current with financial planning best practices and industry developments.
• Handle administrative tasks related to client accounts and planning processes.

Skills

Analytical skills

Communication skills

Interpersonal skills

Microsoft Office Suite

Financial planning software

Detail-oriented

Time management

Education

Bachelor's degree in Finance, Economics, or Business

CFP designation in progress (desirable)

Tools

Microsoft Office Suite

Financial planning software

Job description

About the Role

Our client, a leading wealth management firm with offices in Benoni, Gauteng, is seeking an ambitious Junior Financial Planner to join their growing team. This hybrid role allows for a blend of in-office client interaction and remote work flexibility. You will work closely with senior planners to develop and implement comprehensive financial plans for clients, focusing on investment strategies, retirement planning, and risk management. This is an ideal opportunity for an aspiring financial professional to build expertise and client relationships.

Key Responsibilities

• Assist senior financial planners in developing tailored financial plans for clients.


• Conduct client needs analysis and gather financial information.


• Research investment products, market trends, and economic conditions.


• Prepare financial projections and scenario analyses.


• Support the implementation of financial plans, including investment recommendations and insurance solutions.


• Monitor client portfolios and provide regular performance updates.


• Ensure compliance with all regulatory requirements and company policies.


• Build and maintain strong client relationships, providing excellent customer service.


• Stay current with financial planning best practices and industry developments.


• Handle administrative tasks related to client accounts and planning processes.

Requirements

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


• Relevant professional qualifications (e.g., CFP designation in progress) are highly desirable.


• Previous experience in financial services, client support, or a related administrative role.


• Strong understanding of financial markets, investment products, and basic financial planning principles.


• Excellent analytical, communication, and interpersonal skills.


• Proficiency in financial planning software and Microsoft Office Suite.


• Detail-oriented with strong organizational and time management abilities.


• Ability to work effectively in a hybrid environment, managing tasks both remotely and in the office.


• Eagerness to learn and develop professionally in the financial planning field.

Benefits

• This role offers a competitive starting salary with performance-based incentives.


• Our client provides a robust training program and supports employees in obtaining professional certifications like the CFP.


• A comprehensive benefits package, including medical aid and retirement contributions, is provided.


• The hybrid work model offers flexibility, and you'll be part of a supportive team dedicated to client success in Benoni, Gauteng.