Financial Planner Intern Opportunity Hillcrest KZN

Job Description

Excel Life, a well-established financial advisory service with 26 years of experience, specializes in Investment Planning, Employee Benefit Schemes, Health Care, and Insurance. We are currently seeking a motivated young intern to join our team. This internship offers a valuable opportunity to train, develop, and provide support services to senior Financial Advisors and clients.

Key Responsibilities

  • Assist senior Financial Advisors in client support and service delivery
  • Learn and develop skills in investment planning and employee benefit schemes
  • Support administrative tasks related to health care and insurance services

Ideal Candidate Profile

  • Resident in the Upper Highway area of Durban
  • Completed a Degree in Finance or a related field
  • Proficient in MS Excel, Word, and Outlook
  • Strong interpersonal skills emphasizing people care, honesty, openness, and integrity
  • Teachable, team player, and loyal
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