Junior Financial Planner: Growth, Mentorship & CFP Path

Placements24; Mbombela (Nelspruit); On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

CFP training

Medical aid

Retirement benefits

Mentorship program

Job summary

Placements24 in Nelspruit is seeking an ambitious Junior Financial Planner to join their wealth management practice. You will work with senior planners to develop personalized financial strategies for clients, gathering data, and preparing recommendations for retirement planning, investments and insurance needs.

This entry-level role offers comprehensive training, CFP certification support, medical aid, and retirement benefits within a collaborative mentoring environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Interest in personal finance, investments and financial planning.
• Excellent analytical and problem-solving abilities.
• Proficient with Microsoft Office, especially Excel and PowerPoint.
• Strong communication and client-centric approach.
• Willingness to pursue CFP certification.

Responsibilities

• Assist senior planners in developing financial plans for clients.
• Gather and analyze client data, including income, expenses, assets and liabilities.
• Research investment products, insurance options and retirement planning strategies.
• Prepare planning documents, recommendations and client meeting presentations.
• Support client relationships and regulatory compliance.
• Stay updated on markets, trends and legislation changes.
• Provide onboarding and plan implementation support.

Skills

Analytical thinking

Problem solving

Communication skills

Client focus

CFP aspiration

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Microsoft Excel

PowerPoint

Job description

Placements24 in Nelspruit is seeking an ambitious Junior Financial Planner to join their wealth management practice. You will work with senior planners to develop personalized financial strategies for clients, gathering data, and preparing recommendations for retirement planning, investments and insurance needs.

This entry-level role offers comprehensive training, CFP certification support, medical aid, and retirement benefits within a collaborative mentoring environment.