Job Description
Competent Candidates (PTY) LTD is offering a one-year internship opportunity for aspiring Financial Advisors. This role is ideal for recent graduates looking to gain hands-on experience in the financial services industry.
Key Responsibilities
- Undertake highly technical analytical work.
- Assess client financial needs and circumstances.
- Conduct research and analyze products and services suitable for each client’s financial situation.
- Propose solutions and draft financial recommendations that align with clients’ goals, needs, and objectives.
- Develop productive working relationships with colleagues and clients across the financial services environment.
- Stay updated with product information.
- Prepare investment, retirement, estate, and long-term risk proposals.
- Engage in public speaking and presentations.
- Travel to corporate clients for practical experience in providing financial advice and retirement benefit counseling.
Requirements
Qualifications
- 3-year Finance-related degree (preferably B.Com Finance).
Experience
- No experience required.
Desired Skills
- Intern
- Financial
- Advisor
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