Junior Financial Planner

Placements24; Mtubatuba Local Municipality; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Medical benefits

Retirement benefits

Structured training program

Hybrid work flexibility

Career progression opportunities

Job summary

Placements24 in Richards Bay seeks a Junior Financial Planner to start a rewarding career in wealth management. You will assist senior planners with investment planning, retirement, and insurance needs while learning regulatory practices.

Responsibilities include client intake, processing applications, and researching investment products, all within a hybrid work model that blends remote and office-based activities.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong interest in personal finance and wealth management.
• Excellent communication and interpersonal skills for client engagement.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Ability to work independently and as part of a team in a hybrid work model.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).

Responsibilities

• Assist senior financial planners in preparing financial plans and investment recommendations.
• Conduct client intake meetings to gather financial information and understand client goals.
• Process client applications and manage account administration.
• Research investment products and market trends to support planning advice.
• Communicate effectively with clients regarding their financial plans and account status.
• Ensure compliance with regulatory standards and company policies in all client interactions.

Skills

Excel proficiency

Strong communication

Interpersonal skills

Team collaboration

Hybrid work adaptability

Education

Bachelor's degree in Finance/Economics/Business

Tools

Microsoft Word

Microsoft Excel

Job description

Our client is looking for an enthusiastic and client-focused Junior Financial Planner to join their expanding team in Richards Bay. This entry-level position offers a fantastic opportunity for individuals passionate about personal finance to begin a rewarding career. You will assist senior planners in developing personalized financial strategies for clients, focusing on areas such as investment planning, retirement, and insurance needs. The role involves client interaction, administrative support, and learning the intricacies of wealth management within the coastal city of Richards Bay.

Key Responsibilities

• Assist senior financial planners in preparing financial plans and investment recommendations.
• Conduct client intake meetings to gather financial information and understand client goals.
• Process client applications and manage account administration.
• Research investment products and market trends to support planning advice.
• Communicate effectively with clients regarding their financial plans and account status.
• Ensure compliance with regulatory standards and company policies in all client interactions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong interest in personal finance and wealth management.
• Excellent communication and interpersonal skills for client engagement.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Ability to work independently and as part of a team in a hybrid work model.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).

Benefits

• Competitive starting salary with performance incentives.
• Comprehensive medical and retirement benefits.
• Structured training program and mentorship from experienced professionals.
• Hybrid work flexibility allowing for both remote and office-based work.
• Clear path for career progression within a reputable financial advisory firm.