Junior Financial Planner

Placements24; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive salary + commission

Structured training & mentorship

Support for designations

Medical aid

Career growth in Port Elizabeth

Job summary

Placements24 in Port Elizabeth is seeking a Junior Financial Planner to join a growing advisory practice. This entry-level role supports senior planners in developing personalized financial strategies and building client relationships.

You will gain hands-on experience in financial analysis, plan creation, and learning industry regulations while pursuing professional designations such as CFP.

Qualifications

• Bachelor's degree in finance, business, economics or related field.
• Interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills for client interaction.
• Proficiency in MS Office, especially Excel and PowerPoint.
• Willingness to learn and pursue CFP or similar certifications.
• Organized and detail-oriented with multitasking ability.

Responsibilities

• Assist senior planners in gathering client information and goals.
• Prepare financial plan documents and client presentations.
• Research investment products, insurance, and retirement strategies.
• Support client meetings and follow-up to ensure plan implementation.
• Maintain client records and update plans as circumstances change.
• Learn and adhere to industry regulations and ethics.

Skills

Personal financial planning

Communication skills

MS Office (Excel & PowerPoint)

CFP certification pursuit

Organizational skills

Education

Bachelor's degree in finance, business, economics

Tools

MS Office

Job description

About the Role

Our client is seeking an enthusiastic and client-focused Junior Financial Planner to join their growing advisory practice in Port Elizabeth . This entry-level position offers a fantastic opportunity to build a career in financial services, assisting senior planners in developing and implementing personalized financial strategies for clients. You will gain hands-on experience in client relationship management, financial analysis, and the creation of tailored financial plans. The ideal candidate is eager to learn, possesses excellent interpersonal skills, and is dedicated to helping individuals achieve their financial goals, contributing positively to the client experience within the Port Elizabeth community.

Key Responsibilities

• Assist senior planners in gathering client financial information and identifying goals.
• Prepare financial plan documents and presentations for client review.
• Conduct research on investment products, insurance options, and retirement planning strategies.
• Support client meetings and follow-up communications to ensure plan implementation.
• Maintain client records and update financial plans as client circumstances change.
• Learn and adhere to industry regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Strong interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills for client interaction.
• Proficiency in MS Office Suite, particularly Excel and PowerPoint.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).
• Organized, detail-oriented, and able to manage multiple tasks.

Benefits

• Competitive starting salary with commission and bonus potential.
• Structured training program and mentorship from experienced planners.
• Support for obtaining professional financial planning designations.
• Medical aid and retirement fund contributions.
• Opportunity to build a rewarding career in financial advisory in Port Elizabeth .