Junior Financial Planner - Mentored Growth & CFP Path

Placements24; Lenasia; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Mentorship program

Training program

Job summary

Placements24 in Soweto, Gauteng, is seeking a junior Financial Planner to learn from experienced professionals and build a foundation in financial planning and wealth management. You will assist in developing strategies for clients, support client meetings, and handle administrative tasks within a collaborative team.

The role targets motivated individuals starting their finance career, offering mentorship, training, and opportunities for professional certifications such as CFP, with health and

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Strong interest in financial planning and wealth management.
• Excellent analytical, organizational, and problem-solving skills.
• Good communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.

Responsibilities

• Assist senior planners in developing and presenting financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial analysis, projections, and portfolio reviews for clients.
• Manage client communications and ensure timely follow-up on action items.
• Support the team with administrative duties and data entry tasks.

Skills

Analytical

Organizational

Problem-solving

Communication

Interpersonal

Excel

Education

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

Tools

Excel

Microsoft Office Suite

Job description

Placements24 in Soweto, Gauteng, is seeking a junior Financial Planner to learn from experienced professionals and build a foundation in financial planning and wealth management. You will assist in developing strategies for clients, support client meetings, and handle administrative tasks within a collaborative team.

The role targets motivated individuals starting their finance career, offering mentorship, training, and opportunities for professional certifications such as CFP, with health and