Remote Junior Financial Planner - Grow in Wealth

Placements24; Upington; Hybrid; ZAR 360.000 - 600.000; Vollzeit

Benefits dieser Stelle

Fully remote work arrangement

Mentorship from experienced planners

Professional development support

Certification assistance

Zusammenfassung

Placements24 is hiring a Junior Financial Planner to join a remote team serving clients across South Africa, with a focus on Upington, Northern Cape. You will work with senior planners to develop personalized financial strategies, including retirement planning and risk management.

This entry-level role offers remote flexibility, mentorship from experienced professionals, and opportunities for certification support as you build a career in wealth management.

Qualifikationen

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–2 years in financial services, with exposure to financial planning or advisory.
• Strong knowledge of financial planning, investments, and risk management.
• Excellent analytical and problem-solving skills.
• Proficiency in Excel and PowerPoint.

Aufgaben

• Assist senior planners in creating comprehensive financial plans.
• Gather client financial information (income, expenses, assets, liabilities).
• Research investment products, market trends, economic conditions.
• Prepare financial plan projections and client presentations.
• Support client inquiries about plans and portfolios.
• Ensure compliance with regulations and company policies.
• Help manage client relationships and schedule follow-ups.
• Process client applications and maintain records.
• Stay updated on developments in planning and investments.
• Participate in training sessions.

Kenntnisse

Analytical skills

Communication skills

Remote work capability

Ausbildung

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

Tools

Microsoft Excel

PowerPoint

MS Office

Jobbeschreibung

Placements24 is hiring a Junior Financial Planner to join a remote team serving clients across South Africa, with a focus on Upington, Northern Cape. You will work with senior planners to develop personalized financial strategies, including retirement planning and risk management.

This entry-level role offers remote flexibility, mentorship from experienced professionals, and opportunities for certification support as you build a career in wealth management.