Financial Planning Associate
16 hours ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Associate in Afrikaans.
About the Role:This is a dynamic opportunity for a recent graduate or someone looking to transition into a career in financial planning. The successful candidate will be responsible for assisting senior planners with client relationships, data analysis, and financial modeling.
Key Responsibilities:- Provide administrative support to senior planners, including maintaining client records and preparing reports.
- Conduct research and data analysis to support financial planning recommendations.
- Assist with creating and reviewing financial models, spreadsheets, and presentations.
- Develop and maintain strong relationships with clients, responding to their inquiries and providing exceptional customer service.
- Bachelor's degree in finance, accounting, or related field (or currently pursuing).
- Strong analytical and problem-solving skills, with attention to detail and accuracy.
- Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues.
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
- Fluency in Afrikaans and English, with ability to communicate complex financial concepts clearly.
- Candidates with certifications such as CFP or CA(SA) are highly desirable.
- Experience in financial planning, accounting, or a related field is advantageous.
- A competitive salary of R250,000 - R350,000 per annum, depending on experience.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A collaborative and dynamic work environment, with a team of experienced professionals.
- The opportunity to work with a reputable company, known for its expertise in financial planning and wealth management.
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Financial Planning Professional
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Financial Planning Specialist
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Financial Planning Specialist
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