Description:
Key Responsibilities:
Work as part of a professional team in an office-based role. Assist Client Portfolio Managers with investment proposals and portfolio analyses. Contact prospective clients and follow an established on boarding process. Provide financial planning advice while being supervised by senior professionals. Continuously learn about investment markets, tax planning, and financial regulations. Handle client queries and maintain records of new and existing clients. Monitor FICA compliance during the on boarding process.Requirements:
Undergraduate Degree in a Finance related discipline. Own reliable vehicle and drivers license (Mandatory). Clear credit and criminal record. Excellent written and spoken communication skills. Passion for the investment and financial planning industry. Willingness to study further (e.g., postgraduate financial planning or investment management). Ambition to qualify as a Certified Financial Planner (Advantageous). Strong time management and the ability to work in a fast-paced environment.Compensation & Benefits:
Basic Salary + Monthly incentives. Ongoing training and development. A young, vibrant working environment. Career growth opportunities in investment and financial planning.
07 Mar 2025;
from:
gumtree.co.za