Financial Planning Graduate Opportunity

1 month ago


Port Elizabeth, Eastern Cape, South Africa Talent Scout Recruitment Full time
Financial Planning Graduate Opportunity

Talent Scout Recruitment is excited to offer a Financial Planning Graduate opportunity for individuals looking to pursue a career in financial planning.

Company Overview: Our client provides comprehensive financial advice and structuring services, including investments, estates, tax, expat tax, cross border tax, and wealth management.

Salary: The estimated salary for this position is R250,000 - R350,000 per annum, depending on experience and qualifications.

Job Description:

The successful candidate will participate in a 2-year learnership/discipleship program focused on financial planning based on Biblical principles.

  • Admin skills are essential for success in this role.
  • A flair for sales is required to identify new business opportunities.
  • Biblical morals and standards are expected from all team members.
  • Traveling is necessary, and a valid driver's license and vehicle are mandatory requirements.
Required Skills and Qualifications:

To be considered for this position, candidates must possess:

  • A strong understanding of cost and management accounting, preferably with SAIPA/SAICA articles.
  • Alternatively, a Postgraduate Diploma in Financial Planning or recent registration as a CFP (Certified Financial Planner) is acceptable.
Benefits:

This graduate opportunity offers a chance to develop valuable skills and gain industry experience while working with a reputable company.

Location: This role is based in an area where traveling on dirt roads between farms is necessary. A male candidate is preferred due to safety concerns.



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