Graduate Financial Planner

Minimum Requirements

• BCom Degree, Diploma, or equivalent qualification in Finance, Financial Planning, Investments, Economics, Accounting, Business Management, or a related field.
• Strong interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills.
• Own vehicle and laptop.

• Assist in developing and implementing comprehensive financial planning strategies for clients.
• Build and maintain strong, long-term relationships with clients through regular engagement and exceptional service.
• Conduct research on financial products, investment solutions, and market trends.

• Structured training and development within the financial planning profession.
• A clear career development pathway.
• Exposure to financial strategy development, wealth management, and client advisory services.
• A professional and supportive environment focused on long-term career growth.