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Graduate Financial Planner

Job in Upington, 8801, South Africa
Listing for: Placements24
Full Time position
Listed on 2026-09-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below

About the Role

Our client is seeking a driven and client-focused Graduate Financial Planner to join their advisory team in Upington . This role offers a unique opportunity for recent graduates to embark on a career in financial services, providing expert guidance on wealth management, investment strategies, and retirement planning. You will work with a diverse clientele, understanding their financial goals and developing tailored plans to help them achieve financial security.

This hybrid position blends client-facing responsibilities with administrative and analytical tasks, offering comprehensive exposure to the financial planning profession and fostering professional growth within a reputable organization.

Key Responsibilities
  • Assist in developing and presenting comprehensive financial plans to clients.
  • Conduct research on investment products, market trends, and economic conditions.
  • Support senior planners with client portfolio analysis and management.
  • Ensure compliance with financial regulations and company policies.
  • Build and maintain strong client relationships through regular communication.
Requirements
  • Degree in Finance, Economics, Business, or a related field.
  • Strong understanding of financial markets and investment principles.
  • Excellent analytical and problem-solving abilities.
  • Outstanding communication and interpersonal skills.
  • Commitment to obtaining relevant financial planning certifications (e.g., CFP).
Benefits
  • Competitive starting salary with commission opportunities.
  • Extensive training and support for professional qualifications.
  • Exposure to wealth management and financial advisory practices.
  • Hybrid work model for optimal work-life integration.
  • Career progression opportunities within a leading financial firm.
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