This Position is Closed
Junior Financial Planner - Port Elizabeth
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Job Details
This job is closed. Contact details have been hidden and applications are no longer accepted.
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.
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