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Junior Financial Planner
Resumo da oferta
A recruitment agency is seeking a motivated Junior Financial Planner in Cape Town. This role is perfect for BCom graduates eager to launch a career in insurance. Candidates must be fluent in English and Afrikaans, with an interest in developing professionally. The position offers comprehensive training, administrative responsibilities, and opportunities for career advancement within a supportive environment.
Serviços
Qualificações
- No prior industry experience is required; full training provided.
- Genuine interest in developing a long-term career in insurance.
Responsabilidades
- Support the team with day-to-day insurance administration.
- Assist with client enquiries and prepare policy documentation.
- Ensure compliance with industry standards.
Conhecimentos
Formação académica
Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role.
Fluency in Afrikaans and English will be required.
Requirements:
- A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
- Genuine interest in developing a long‑term career in insurance
- Fluent in English and Afrikaans (both essential)
- Detail‑oriented, organised, and eager to learn
- Confident communicator with a professional attitude
- Able to work in‑office in Claremont Monday to Friday
- Full training provided — perfect for graduates
- Clear career growth opportunities within the insurance sector
- Supportive, friendly team environment
- A chance to gain valuable, practical experience from day one
Duties and Responsibilities:
- Support the team with day‑to‑day insurance administration
- Assist with client enquiries and prepare policy documentation
- Update and maintain accurate client records
- Liaise with insurers and internal departments
- Ensure compliance with industry standards
- Provide general administrative support
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.