Junior Financial Planner - Port Elizabeth

Recruiter:

Headhunters

Job Ref:

PE003649/VD

Date posted:

Thursday, July 16, 2026

Location:

Port Elizabeth, South Africa

Salary:

Monthly

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:

Join a dynamic and forward-thinking team where your skills will make an immediate impact and your career can thrive. This is an excellent opportunity for a recent graduate or early-career professional looking to build a rewarding career in financial planning and wealth management. As a Junior Financial Planner, you will work closely with experienced advisors, assisting clients in achieving their financial goals through comprehensive financial planning solutions. Full training will be provided.

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.

Please note that if you do not receive a response within 2 weeks of your application, your application has been unsuccessful.

Similar jobs you might be interested in:

Junior Financial Planner - Port Elizabeth
Location: Port Elizabeth
Salary: Monthly
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:Join a dynamic and forward-thinking team where your skills will make an immediate impact and your career can thrive. This is an excellent opportunity for a recent graduate or early-career professional looking to build a re...
Today

Junior Bookkeeper
Location: Gqeberha
Salary:
1 day ago

Accountant (SAIPA / SAICA)
Location: Port Elizabeth
Salary: Monthly
Our client, a recognized brand name in the Finance, Accounting and Tax space, is seeking to employ a qualified and experienced Accountant based in port elizabeth.This is a hybrid role.An awesome career opportunity awaits!
15 days ago

Junior Compliance Administrator
Location: Portelizabeth
Salary: R10 000
junior Compliance Administrator
22 days ago

Junior Accountant
Location: Port Elizabeth
Salary:
62 days ago

Junior Bookkeeper
Location: Port Elizabeth
Salary: Monthly
NEW ROLE!!!We are seeking a detail-oriented junior Bookkeeper to assist with day-to-day financial transactions and support the accounting function. Based in port elizabeth
1 day ago

Junior Software Developer
Location: Port Elizabeth
Salary: Monthly
NEW VACANCY!!!Our client in the IT industry has a new vacancy available for a junior Software Developer based in port elizabeth.
Today

Financial Planner - Port Elizabeth
Location: Port Elizabeth
Salary: Monthly
Our client in the financial industry is seeking to employ a financial planner to join their team based in port elizabeth.
Today

Junior Financial Planner - Port Elizabeth

Exciting Opportunity:

Requirements:

Responsibilities:

Similar jobs you might be interested in:

Jobseekers

Recruiter

General