Associate Financial Planner Pretoria - Pretoria
People Dimension
This is an opportunity to join a well-established office and team within the financial sector. We require an Associate Financial Planner who is passionate and intelligent candidate who is very good with people and calculations. • Sitting in all appointments for our Director and taking the meeting minutes – finalizing and typing them (Meetings are online, at our office and sometimes scheduled at a client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations, etc.) • Training will be provided on Elite Wealth & Workpool. • Doing sustainability & tax calculations • The rest of the functions will be discussed in the interview. • BCom Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required but loads of passion for holistic financial planning. (We will provide training) Market related.
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