Junior Financial Planner

Placements24; Stellenbosch; Hybrid; ZAR 180,000 - 280,000; Full time

Benefits offered by this job

Hybrid work model

Medical aid

Retirement fund

Mentorship & study leave for certs

Job summary

Placements24 seeks a Junior Financial Planner in Stellenbosch to support senior planners in crafting tailored financial plans, gathering client data, and presenting projections. The role emphasizes client relationship-building and staying informed on market and regulatory changes.

The ideal candidate has a relevant finance degree, up to two years in financial services, and a strong client-service mindset, with exposure to CFP paths encouraged.

Qualifications

• Bachelor's degree in Finance, Financial Planning, Economics, or related discipline.
• Entry-level to 2 years of experience in financial services, preferably client-facing.
• Strong understanding of financial planning principles and investment concepts.
• Excellent interpersonal and communication skills, with a passion for client service.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Willingness to pursue relevant professional certifications (e.g., CFP).

Responsibilities

• Assist senior financial planners in developing comprehensive financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Conduct client needs analysis and gather financial data to inform planning strategies.
• Prepare financial projections and illustrations for client presentations.
• Build and maintain strong, long-term relationships with clients through regular communication and support.
• Stay updated on financial market trends, economic developments, and relevant regulatory changes.
• Support client onboarding processes and manage client service inquiries.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree in Finance, Financial Planning, Economics, or related

Tools

Microsoft Office

Excel

PowerPoint

Job description

About the Role

Our client is seeking an enthusiastic and client-focused Junior Financial Planner to join their growing wealth management practice in Stellenbosch . This role is ideal for an individual passionate about helping clients achieve their financial goals through personalized planning. You will work closely with senior planners, assist in developing financial strategies, and build trusted relationships with clients. This position offers a fantastic foundation for a career in financial planning, providing hands-on experience and mentorship within a reputable firm dedicated to client success.

Key Responsibilities

• Assist senior financial planners in developing comprehensive financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Conduct client needs analysis and gather financial data to inform planning strategies.
• Prepare financial projections and illustrations for client presentations.
• Build and maintain strong, long-term relationships with clients through regular communication and support.
• Stay updated on financial market trends, economic developments, and relevant regulatory changes.
• Support client onboarding processes and manage client service inquiries.

Requirements

• Bachelor's degree in Finance, Financial Planning, Economics, or a related discipline.
• Entry-level to 2 years of experience in financial services, preferably in a client-facing role.
• Strong understanding of financial planning principles and investment concepts.
• Excellent interpersonal and communication skills, with a passion for client service.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Willingness to pursue relevant professional certifications (e.g., CFP).

Benefits

• Competitive starting salary with commission and bonus opportunities.
• Hybrid work arrangement balancing office collaboration and remote flexibility.
• Comprehensive medical aid and retirement fund benefits.
• Mentorship and professional development support, including study leave for certifications.
• A positive and collaborative work culture in the vibrant city of Stellenbosch .