Job Description
Competent Candidates (PTY) LTD, a well-established company in the financial sector, is excited to announce an opening for an Intern Financial Advisor. This role presents an excellent opportunity for recent graduates to kickstart their careers within a reputable organization.
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 client 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.
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