Junior Financial Planner

1 week ago


Cape Town, Western Cape, South Africa Time Personnel Full time R300 000 - R550 000 per year
Job Overview
  • Application Deadline: 21 December 2025
  • Job Location: Cape Town, Western Cape
  • Job Title: Junior Financial Planner
  • Education Level: Bachelors Degree
  • Job Level: Junior
  • Minimum Experience: 0 - 1 Years
Junior Financial Planner required in Cape Town.

Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role.

Fluency in Afrikaans and English will be required.

Requirements:

  • A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
  • Genuine interest in developing a long-term career in insurance
  • Fluent in English and Afrikaans (both essential)
  • Detail-oriented, organised, and eager to learn
  • Confident communicator with a professional attitude
  • Able to work in-office in Claremont Monday to Friday
  • Full training provided — perfect for graduates
  • Clear career growth opportunities within the insurance sector
  • Supportive, friendly team environment
  • A chance to gain valuable, practical experience from day one

Duties and Responsibilities:

  • Support the team with day-to-day insurance administration
  • Assist with client enquiries and prepare policy documentation
  • Update and maintain accurate client records
  • Liaise with insurers and internal departments
  • Ensure compliance with industry standards
  • Provide general administrative support


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