Intern articled financial planner
Status Staffing • cape town, western cape • Posted June 11, 2026
About the Role
Reference: PC -RC-1
Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. Duties & Responsibilities
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE: Permanent
SECTOR: Finance/Wealth Management
BASIC SALARY: R10 000 neg
START DATE: A. S. A. P / Immediate
REQUIREMENTS:
Matric BCom Investment Management (Non-Negotiable) RE Exams and industry related training FAIS and FICA and other relevant legislation 1 Year experience in Financial Planning
DUTIES:
New business implementation:
Implementation of new business, including fund manager and life office follow-ups. This includes completing and submitting application/prospectus forms where necessary, contacting suppliers and ensu...