A well-established and highly regarded independent financial planning firm based in JHB is looking to bring a Junior Financial Planner on board as part of their structured Articled Planner Programme.
This is an excellent opportunity for a recent graduate who is serious about building a long-term career in financial planning and working towards their CFP® designation, while gaining meaningful, hands-on experience in a professional and supportive environment.
You will be mentored by experienced, certified professionals and exposed to the full financial planning process, combining strong technical training with real client interaction.
What you can expect in the role:
You will be involved in client meetings, gaining exposure to how relationships are built and maintained, and developing your ability to understand client needs and life changes. On the technical side, you will assist with the preparation of detailed financial plans, as well as financial analysis, modelling, and research. This role offers a well-rounded learning experience, giving you both the analytical foundation and the interpersonal skills required to succeed in this field.
What we are looking for:
- Matric
- BCom Honours in Financial Planning or Postgraduate Diploma in Financial Planning
(Candidates currently completing this qualification will also be considered) - A genuine interest in financial planning as a career
- Strong attention to detail and analytical ability
- Good communication skills and a professional approach
Additional information:
This is a salaried position, offering stability while you complete your articles and gain practical experience.
If you are looking for an opportunity where you can learn, grow, and be mentored within a respected environment, this could be a great next step.