Junior Financial Planner Assistant — Training & Growth

Placements24; Centurion; On-site; ZAR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive entry-level salary

On-the-job training and development

Medical aid and retirement fund

Job summary

Placements24 in Centurion, Gauteng, is seeking a Junior Financial Advisor Assistant to support seasoned advisers in a wealth management firm. You will be involved in client servicing, administrative tasks, and preparing financial plans, gaining invaluable experience in a client-facing capacity.

The role offers mentorship from industry experts and a path to professional certifications. The environment is dynamic, centering on professional development and client service excellence.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Strong interpersonal and communication skills with a client-centric attitude.
• Excellent organizational skills and attention to detail.

Responsibilities

• Provide administrative support to financial advisors, including scheduling appointments and managing client correspondence.
• Assist in preparing financial planning documents and client presentations.
• Process client account opening paperwork and follow up on documentation.
• Respond to client inquiries and provide information regarding portfolios.
• Maintain client records and ensure data accuracy in the CRM system.
• Conduct research on investment products and market trends.
• Assist with preparation for client meetings and reviews.
• Coordinate with other departments to ensure smooth onboarding and service delivery.
• Support advisors in compliance-related tasks and documentation.

Skills

Interpersonal skills

Communication

Organization

MS Office

Multitasking

Financial interest

Education

Bachelor's degree in Finance/ Economics/ Business Admin

Tools

Microsoft Office Suite

Job description

Placements24 in Centurion, Gauteng, is seeking a Junior Financial Advisor Assistant to support seasoned advisers in a wealth management firm. You will be involved in client servicing, administrative tasks, and preparing financial plans, gaining invaluable experience in a client-facing capacity.

The role offers mentorship from industry experts and a path to professional certifications. The environment is dynamic, centering on professional development and client service excellence.