Junior Financial Planner: Mentored Training & Growth

Placements24; Soweto; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive starting salary

Comprehensive training program

Mentorship from experienced pros

Support for certifications (RE 5, CFP)

Career progression opportunities

Job summary

Placements24 in Soweto is seeking a Junior Financial Planner to support the team and learn the intricacies of financial planning and wealth management. You will assist in developing financial plans, preparing client reports, and providing administrative support.

Under guidance of experienced planners, you will gain exposure to financial products, market trends, and CRM systems while building a career in Gauteng's banking and finance sector.

Qualifications

• Bachelor's degree in finance/economics/business administration or related field.
• Strong analytical and numerical abilities.
• Excellent communication and organizational skills.

Responsibilities

• Assist Senior Financial Planners in developing comprehensive financial plans for clients.
• Gather and organize client financial data and documentation for analysis.
• Prepare client meeting materials, presentations, and follow-up reports.
• Conduct research on financial products, market trends, and investment options.
• Provide administrative support, including scheduling appointments and managing client communications.
• Learn and utilize financial planning software and CRM systems.

Skills

Analytical skills

Numerical skills

Communication skills

Organizational skills

Education

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

Tools

Microsoft Excel

Microsoft Word

CRM systems

Financial planning software

Job description

Placements24 in Soweto is seeking a Junior Financial Planner to support the team and learn the intricacies of financial planning and wealth management. You will assist in developing financial plans, preparing client reports, and providing administrative support.

Under guidance of experienced planners, you will gain exposure to financial products, market trends, and CRM systems while building a career in Gauteng's banking and finance sector.