Junior Financial Planner - Port Elizabeth

SUMMARY:
Our client in the Financial Services / Wealth Management industry is seeking to employ a Junior Financial Planner to join their team based in Port Elizabeth.

Exciting Opportunity:

POSITION INFO:

Requirements:

• Must be in possession of a completed Bachelor's degree or diploma in Financial Planning, Commerce, Economics, Finance, or a related field.
• Strong analytical and numerical skills.
• Outgoing, proactive, and client-focused.
• Passionate about personal finance.
• Committed to helping clients achieve financial success.

Responsibilities:

• Assist in the preparation and implementation of financial plans.
• Conduct client research and gather financial information.
• Prepare reports, proposals, and financial planning recommendations.
• Support senior financial planners with client reviews and meetings.
• Maintain accurate client records and ensure regulatory compliance.
• Monitor investment portfolios and assist with ongoing client servicing.
• Build and maintain strong client relationships.