- Cape Town
- Salary: R15 000.00 Per Month
- Job Type: Permanent
- Sectors: Investment Finance Management
- Reference: IOGFPCT
Vacancy Details
Employer: Placement Point (Pty) Ltd
A well establish investment firm based in Newlands is seeking a Graduate Financial Planner.
Duties:
• Work as part of a professional team in our office
• Assist the team of Client Portfolio Managers
• Preparing Investment Proposals
• Compile Portfolio Analyses
• Contact prospective clients
• Follow an established onboarding process to bring on new clients
• Continuously learn about the markets, tax regulations and different investment vehicles
• Handle client queries
• Assist in keeping records of new and existing clients
• Monitor FICA compliance when onboarding new clients
Candidate Requirements
Requirements:
• Matric and Undergraduate Diploma OR Degree is essenal
• Own reliable vehicle and driver's license
• Clear credit and criminal record
• Excellent written and spoken communication skills (English and Afrikaans advantageous)
• The aim to study a postgraduate in financial planning or investment management
• Ambition to qualify as a Certified Financial Planner will be advantageous
• A willingness to learn and develop themselves continuously over time
• Eagerness to build a career in the investment industry
• Capacity to manage time effectively
• The job is office-based, not remote
Computer Literacy:
- MS Office (Outlook, Excel)
- Adobe PDF
- Will be training on inhouse system
17 people have applied for this job. 405 people have viewed this job.
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