Job Description
About Our Client
Conova Financial Recruitment is partnering with an established Wealth Management firm dedicated to delivering specialist solutions tailored to individual financial needs. Their comprehensive range of services and expertise focuses on managing and growing client wealth effectively.
About the Role
We are seeking recent graduates for a 3-year internship position based in the Southern Suburbs, Cape Town. Candidates must commit to completing a postgraduate qualification in financial planning during the internship and ultimately register as a Certified Financial Planner (CFP). Study assistance will be provided throughout the program.
Key Responsibilities
- Support Wealth Managers by acting as a strategic partner in managing client portfolios and enhancing client experience.
- Efficiently handle administrative tasks while ensuring deadlines are met.
- Assist in preparing and managing documentation related to financial planning and client investment strategies.
- Proactively communicate with clients to address their needs.
- Provide operational support to streamline processes and improve service delivery.
- Manage and organize large volumes of information ensuring accuracy and proper storage.
Required Skills and Qualifications
- Degree in Commerce or Finance.
- Excellent organizational skills with strong attention to detail and accuracy.
- Strong numerical aptitude and analytical skills.
- Punctual, responsible, and reliable.
- Collaborative team player with excellent interpersonal skills.
- Fluent in English (verbal and written) with confidence in client communication via phone.
- Proactive with the ability to take initiative in various situations.
- Keen interest in Fintech systems and ability to learn quickly.
Package & Remuneration
The monthly remuneration for this internship is R22 500.
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