Junior Financial Planner

Placements24; Lenasia; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Mentorship program

Training program

Job summary

Placements24 in Soweto, Gauteng, is seeking a junior Financial Planner to learn from experienced professionals and build a foundation in financial planning and wealth management. You will assist in developing strategies for clients, support client meetings, and handle administrative tasks within a collaborative team.

The role targets motivated individuals starting their finance career, offering mentorship, training, and opportunities for professional certifications such as CFP, with health and

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Strong interest in financial planning and wealth management.
• Excellent analytical, organizational, and problem-solving skills.
• Good communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.

Responsibilities

• Assist senior planners in developing and presenting financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial analysis, projections, and portfolio reviews for clients.
• Manage client communications and ensure timely follow-up on action items.
• Support the team with administrative duties and data entry tasks.

Skills

Analytical

Organizational

Problem-solving

Communication

Interpersonal

Excel

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Excel

Microsoft Office Suite

Job description

About the Role

Our client is looking for an enthusiastic and career-focused Junior Financial Planner to join their established team in Soweto . This entry-level position offers the chance to learn from experienced professionals and develop a strong foundation in financial planning and wealth management. You will assist in developing financial strategies for clients, providing support in client meetings, and managing administrative tasks. This role is perfect for a motivated individual eager to start their career in finance and make a positive impact on clients' financial futures within the vibrant community of Gauteng .

Key Responsibilities

• Assist senior planners in developing and presenting financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial analysis, projections, and portfolio reviews for clients.
• Manage client communications and ensure timely follow-up on action items.
• Support the team with administrative duties and data entry tasks.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Strong interest in financial planning and wealth management.
• Excellent analytical, organizational, and problem-solving skills.
• Good communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.

Benefits

• Competitive entry-level salary with opportunities for salary increases based on performance.
• Comprehensive training program and mentorship from senior financial planners.
• Support for relevant professional certifications (e.g., CFP).
• Health insurance and retirement savings plan options.
• Collaborative team environment in Soweto , focused on client success.