Junior Financial Planner

Placements24; Soweto; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive starting salary

Comprehensive training program

Mentorship from experienced pros

Support for certifications (RE 5, CFP)

Career progression opportunities

Job summary

Placements24 in Soweto is seeking a Junior Financial Planner to support the team and learn the intricacies of financial planning and wealth management. You will assist in developing financial plans, preparing client reports, and providing administrative support.

Under guidance of experienced planners, you will gain exposure to financial products, market trends, and CRM systems while building a career in Gauteng's banking and finance sector.

Qualifications

• Bachelor's degree in finance/economics/business administration or related field.
• Strong analytical and numerical abilities.
• Excellent communication and organizational skills.

Responsibilities

• Assist Senior Financial Planners in developing comprehensive financial plans for clients.
• Gather and organize client financial data and documentation for analysis.
• Prepare client meeting materials, presentations, and follow-up reports.
• Conduct research on financial products, market trends, and investment options.
• Provide administrative support, including scheduling appointments and managing client communications.
• Learn and utilize financial planning software and CRM systems.

Skills

Analytical skills

Numerical skills

Communication skills

Organizational skills

Education

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

Tools

Microsoft Excel

Microsoft Word

CRM systems

Financial planning software

Job description

About the Role

Our client, a growing financial advisory practice, is seeking an eager and motivated Junior Financial Planner to support their team in Soweto. This entry-level position offers a fantastic opportunity to learn the intricacies of financial planning and wealth management from experienced professionals. You will assist in developing financial plans, preparing client reports, and providing administrative support. This role is designed for an individual with a strong interest in finance, excellent organizational skills, and a desire to build a career in the banking and finance sector within Gauteng.

Key Responsibilities

• Assist Senior Financial Planners in developing comprehensive financial plans for clients.
• Gather and organize client financial data and documentation for analysis.
• Prepare client meeting materials, presentations, and follow-up reports.
• Conduct research on financial products, market trends, and investment options.
• Provide administrative support, including scheduling appointments and managing client communications.
• Learn and utilize financial planning software and CRM systems.
• Support the team in ensuring compliance with all relevant regulations and company policies.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A strong interest in financial planning and wealth management.
• Excellent analytical and numerical skills.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Strong organizational skills and attention to detail.
• Good communication and interpersonal skills, with a professional demeanor suitable for client interaction in Soweto.

Benefits

• Competitive starting salary and potential for performance-based incentives.
• Comprehensive training program and mentorship from experienced professionals.
• Support for obtaining relevant financial certifications (e.g., RE 5, CFP®).
• Excellent career progression opportunities within the firm.
• A supportive and collaborative work environment in Gauteng.