Port Elizabeth: Financial Advisor Internship posted by Network Finance

JVR Software; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Network Finance in the Eastern Cape is seeking an assistant for financial planning and investment administration. The role supports advisors in developing client reviews, financial plans, and investment proposals, while researching funds and planning solutions.

The successful candidate will help with client needs analyses and financial assessments, and will build strong relationships with clients and internal teams to drive effective financial planning and service delivery.

Qualifications

• Interest in investments and wealth management with a financial planning focus.
• Formal qualification in financial planning or investment management, or CFP.

Responsibilities

• Assist Financial Advisors with financial planning and investment administration.
• Support the preparation of client reviews, financial plans, and investment proposals.
• Conduct research on investment products, funds, and financial planning solutions.
• Assist with client needs analyses and financial assessments.
• Build and maintain strong relationships with clients and internal stakeholders.

Skills

Investments

Wealth management

Financial planning

Education

BCom Financial Planning

BCom Investment Management

CFP

Job description

Employer Network Finance Location Eastern Cape Job type Finance/Accounting Management Salary Not specified Posted 3 Nov 2026

Company and Job Description

This opportunity is ideal for a candidate who has recently completed BCom Financial Planning, BCom Investment Management, CFP, or a similar finance-related qualification and is passionate about helping clients achieve their financial goals through sound financial advice and investment solutions. This is an exceptional opportunity to join a reputable organisation that is dedicated to developing future financial professionals and providing ongoing mentoring, training, and career growth opportunities!

Key Responsibilities

• Assist Financial Advisors with financial planning and investment administration
• Support the preparation of client reviews, financial plans, and investment proposals
• Conduct research on investment products, funds, and financial planning solutions
• Assist with client needs analyses and financial assessments
• Build and maintain strong relationships with clients and internal stakeholders

Job Experience and Skills Required

• Recently completed BCom Financial Planning, BCom Investment Management or CFP.
• A strong passion for investments, wealth management, and financial planning.