Junior Financial Planner

Time Personnel; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a motivated Junior Financial Planner in Cape Town. This role is perfect for BCom graduates eager to launch a career in insurance. Candidates must be fluent in English and Afrikaans, with an interest in developing professionally. The position offers comprehensive training, administrative responsibilities, and opportunities for career advancement within a supportive environment.

Benefits

Full training provided

Career growth opportunities

Supportive team environment

Qualifications

• No prior industry experience is required; full training provided.
• Genuine interest in developing a long-term career in insurance.

Responsibilities

• Support the team with day-to-day insurance administration.
• Assist with client enquiries and prepare policy documentation.
• Ensure compliance with industry standards.

Skills

Fluent in English

Fluent in Afrikaans

Detail-oriented

Organised

Confident communicator

Education

Completed BCom degree

Job description

Junior Financial Planner required in Cape Town.

Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role.

Fluency in Afrikaans and English will be required.

Requirements:

• A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
• Genuine interest in developing a long‑term career in insurance
• Fluent in English and Afrikaans (both essential)
• Detail‑oriented, organised, and eager to learn
• Confident communicator with a professional attitude
• Able to work in‑office in Claremont Monday to Friday
• Full training provided — perfect for graduates
• Clear career growth opportunities within the insurance sector
• Supportive, friendly team environment
• A chance to gain valuable, practical experience from day one

Duties and Responsibilities:

• Support the team with day‑to‑day insurance administration
• Assist with client enquiries and prepare policy documentation
• Update and maintain accurate client records
• Liaise with insurers and internal departments
• Ensure compliance with industry standards
• Provide general administrative support