Junior Financial Planner Internship – JHB North
Our client, an independent Financial Management and Consulting firm based in Lonehill, is offering an exciting One-year Financial Planning Internship in JHB North. This is a fantastic opportunity for aspiring financial professionals.
This program provides personalized, hands-on training designed to equip you with the knowledge and skills needed to excel in a dynamic financial planning career.
Key Responsibilities:
- Analyse clients’ investments and objectives to determine their risk profiles.
- Develop asset allocation strategies to achieve clients’ long-term financial goals.
- Monitor and manage clients’ investment portfolios effectively.
- Provide comprehensive advice on financial planning matters, including insurance needs.
- Offer retirement planning guidance tailored to clients’ requirements.
- Evaluate and select fund managers within asset categories that align with clients’ objectives.
- Recommend and invest in suitable financial vehicles for clients.
- Implement financial recommendations and ensure follow-through to completion.
- Conduct bi-annual reviews of clients’ portfolios.
- Advise on emerging investment opportunities and estate planning.
- Prepare quarterly reports detailing investment values, performance, and capital movements.
- Depending on interest and aptitude, introduce participants to asset management fundamentals.
Minimum Requirements:
- BCom degree or equivalent qualification.
- FPI certification, or a willingness to pursue this.
- Reliable personal transport.
- Strong interest in finance, investments, and financial planning, supported by a financial or legal background.
If you are serious about building a career in financial planning, we want to hear from you!
To apply, send your CV to: richard@charthr.co.za