Financial Planning Assistant
4 weeks ago
The Recruitment Council is seeking a skilled Financial Planning Assistant to support our team of financial planners. The ideal candidate will have a strong background in finance and be able to assist with administrative tasks, research, and financial analysis.
Key Responsibilities:
- Conducting administrative tasks, including answering calls, replying to emails, and scheduling appointments
- Assisting financial planners with research and financial analysis
- Preparing financial reports and projections for clients
- Supporting client interactions and providing recommendations
Requirements:
- Matric certificate
- Bachelor's degree in finance or a related field
- Completed Certified Financial Planning (CFP) certification
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
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