We Are Hiring: Junior Financial Planner – JHB North (One-Year Internship)
Are you looking to kickstart your career in financial planning? Chart HR, on behalf of an independent Financial Management and Consulting firm based in Lonehill, is offering an exciting one-year Financial Planning Internship.
This program is meticulously designed to provide personalized, hands-on training, equipping you with the essential 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.
Ready to Build Your Career?
If you are serious about building a rewarding career in financial planning, we want to hear from you!
Send your CV to: richard@charthr.co.za