Our client, based in Somerset West, is an established company in the Financial Services sector. They currently offers this exciting entry level job opportunity to a prospective financial planner.

The incumbent will be expected to assist with: • preparation of clients’ financial planning • building of Excel models • analytical review of documents • ad hoc administrative duties.

We seek a person with a B.Comm or similar financial qualification and excellent knowledge of Microsoft Office (especiallyExcel). A CFP qualification or studies in this direction will strengthen your application.

The company offers a competitive compensation package and an excellent in service training opportunity.