Junior Financial Planner

About the Role

Our client is seeking an enthusiastic and client-focused Junior Financial Planner to join their growing advisory practice in Port Elizabeth . This entry-level position offers a fantastic opportunity to build a career in financial services, assisting senior planners in developing and implementing personalized financial strategies for clients. You will gain hands-on experience in client relationship management, financial analysis, and the creation of tailored financial plans.

The ideal candidate is eager to learn, possesses excellent interpersonal skills, and is dedicated to helping individuals achieve their financial goals, contributing positively to the client experience within the Port Elizabeth community.

• Assist senior planners in gathering client financial information and identifying goals.
• Prepare financial plan documents and presentations for client review.
• Conduct research on investment products, insurance options, and retirement planning strategies.
• Support client meetings and follow-up communications to ensure plan implementation.
• Maintain client records and update financial plans as client circumstances change.
• Learn and adhere to industry regulations and ethical standards.

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Strong interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills for client interaction.
• Proficiency in MS Office Suite, particularly Excel and PowerPoint.
• Eagerness to learn and pursue relevant financial certifications (e.g., CFP).
• Organized, detail-oriented, and able to manage multiple tasks.

• Competitive starting salary with commission and bonus potential.
• Structured training program and mentorship from experienced planners.
• Support for obtaining professional financial planning designations.
• Medical aid and retirement fund contributions.
• Opportunity to build a rewarding career in financial advisory in Port Elizabeth .