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Assistant Financial Planner
3 weeks ago
What this traineeship offers:
- The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings.
- Thorough training and understanding of the company’s in-house Financial Planning platform.
- The opportunity to become part of an existing Financial Planning team and align with the company policies, processes and compliance ethos.
- Exposure to client-related events and training programs.
- Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Minimum Requirements to apply:
- B.Com (Honours) in Financial Planning or equivalent.
- Post Graduate Diploma in Financial Planning.
- Willing to work towards sitting and passing the FPI Board exam for admittance to the CFP® designation (this is a compulsory contractual requirement).
- Prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives.
Measurement of Performance:
- Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
- Bi-annual management appraisal related to performance, progress & knowledge gained.
- Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
- Completion of Academic requirements within the contracted 2-year period.
- A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.
**Required Skills**:
- Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
- Completion of all required academic qualifications with the contractual period of two years.
- A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.
General
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