FINANCIAL ADVISOR INTERNSHIP (CPT)

Job Mail · Wealth Management & Financial Advisors · 14 days ago
Closed
This job closed on Nov 2, 2026 It was open for 11 days. Job Mail lists no other open roles right now.
450 Early Careers roles in South Africa 3,130 remote Early Careers roles
Salary
$7.3k per year
Location
In office (Cape Town)
Seniority
Intern
Employment
Internship

Removed from the employer's board on Nov 2, 2026. First seen by Alion on Oct 23, 2026.

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Job Mail

Job Mail is a South African online job board offering a large selection of vacancies across the country and some positions abroad. Job seekers can search and apply for jobs online, upload a CV and receive job alerts, while employers and recruitment agencies can advertise positions to a broad national audience. The brand is one of the longer-established names in South African job advertising and is operated from South Africa.
jobmail.co.za · HQ: Pretoria, South Africa · Job Boards & Aggregators · Est. 1997

Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each client’s financial circumstances. Compile tailor-made, correctly structured financial planning roadmaps to guide our financial advisors and clients to make better financial and investment decisions.

Duties include but are not limited to:

  • Undertake highly technical analytical work.
  • Assessment of client financial needs and circumstances.
  • Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
  • Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
  • Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
  • Keep up to date with product information.
  • Preparing investment-, retirement-, estate-, and long term risk proposals.
  • Public speaking and presentations
  • Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.
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