Graduate Financial Planner | Paarl

 

Recruiter:

The Recruitment Council

Job Ref:

Graduate Financial P..

Date posted:

Monday, November 28, 2022

Location:

paarl, Western Cape, South Africa

Salary:

Annual salary


SUMMARY:
GRADUATE FINANCIAL PLANNER| PAARL

JOB DESCRIPTION:

Job Purpose:
Our client a leading wealth firm has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry.

Responsibilities:

  • Gather policy information
  • Research product information
  • Prepare and implement financial planning and investment proposals
  • Compile & process of new policy applications and quotations
  • Assess tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-retirement planning calculations
  • Handle and solve client enquiries
  • Report new business statistics
  • Prepare investment review appointments
  • Keep track of assets under management
  • Maintain Client Relationship Management system
  • Rebalance and maintain of existing portfolios
  • Prepare and distribute monthly/quarterly/annual statements / certificates / communication


Minimum requirements:

  • Completed Bachelor of Commerce in Finance, Law or LLB
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office) and proficient in Excel
  • Passion for financial planning


Recommended requirements:

  • Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP
  • Regulatory Exam for Representatives passed (RE5)


Competencies required:

  • Communication skills
  • Problem-solving skills
  • Analytical skills
  • Attention to detail
 

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

BCom Graduate / Junior Financial Planner
Location: Claremont
Salary:
Are you a BCom graduate eager to build a successful career in the investment/financial planning 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...
26 days ago


Distribution Sales Manager
Location: Capetown
Salary: Market Related
Distribution Sales Manager
47 days ago


TRANSPORT FINANCIAL ADVISORY MANAGER
Location: Cape Town
Salary: Market related
TRANSPORT financial ADVISORY MANAGER - Western Cape, South Africa Competitive Package on Offer
2 days ago


Accountant - Sea Point
Location: Cape Town
Salary:
Are you a BCom Accounting graduate with a minimum of two years’ experience, eager to make an impact in a growing restaurant business?Join our client in Cape Town, a vibrant, entrepreneurial team, and take charge of their financial management while contributing to their operational requirements.This is a wonderful opportunity that offers potential for growth.
5 days ago


Recruitment Administrator
Location: Cape Town
Salary:
Recruitment AdministratorLocation: ConstantiaCompensation: Basic salary + performance incentivesAre you a mum returning to the workforce or a recent university graduate looking to start your career in a supportive, professional environment?An established and well-respected financial recruitment company, located in the heart of Constantia, is seeking a motivated Recruitment Administrator/Assistant ...
20 days ago


Accounts Administrator
Location: Cape Town
Salary: Market related
Dynamic financial services team servicing international clients and who are in an exciting growth ph
20 days ago


Financial Manager
Location: Paarl
Salary:
29 days ago


Debtors Manager
Location: Cape Town
Salary:
40 days ago


Lead Engineer: Contracts
Location: Cape Town
Salary:
44 days ago


Lead Engineer: Contracts
Location: Cape Town
Salary:
44 days ago


Create a free job alert for Graduate Financial Planner | Paarl in paarl, Western Cape

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions