Junior Financial Planner — Mentored Path to CFP

Placements24; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive salary + commission

Structured training & mentorship

Support for designations

Medical aid

Career growth in Port Elizabeth

Job summary

Placements24 in Port Elizabeth is seeking a Junior Financial Planner to join a growing advisory practice. This entry-level role supports senior planners in developing personalized financial strategies and building client relationships.

You will gain hands-on experience in financial analysis, plan creation, and learning industry regulations while pursuing professional designations such as CFP.

Qualifications

• Bachelor's degree in finance, business, economics or related field.
• Interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills for client interaction.
• Proficiency in MS Office, especially Excel and PowerPoint.
• Willingness to learn and pursue CFP or similar certifications.
• Organized and detail-oriented with multitasking ability.

Responsibilities

• Assist senior planners in gathering client information and goals.
• Prepare financial plan documents and client presentations.
• Research investment products, insurance, and retirement strategies.
• Support client meetings and follow-up to ensure plan implementation.
• Maintain client records and update plans as circumstances change.
• Learn and adhere to industry regulations and ethics.

Skills

Personal financial planning

Communication skills

MS Office (Excel & PowerPoint)

CFP certification pursuit

Organizational skills

Education

Bachelor's degree in finance, business, economics

Tools

MS Office

Job description

Placements24 in Port Elizabeth is seeking a Junior Financial Planner to join a growing advisory practice. This entry-level role supports senior planners in developing personalized financial strategies and building client relationships.

You will gain hands-on experience in financial analysis, plan creation, and learning industry regulations while pursuing professional designations such as CFP.