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Ekurhuleni: Financial Planning Graduate (Trainee Assistant) posted by EQ-FIN

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Job Description

About the Role

We are seeking a motivated and ambitious Financial Planning Graduate to join our team as a Trainee Assistant to a Financial Advisor. This role is designed to provide hands-on experience and structured development within the financial services industry, with the goal of building a long-term career in financial planning.

Key Responsibilities

  • Assist with onboarding new clients, including gathering and verifying required documentation (FICA, applications, etc.)
  • Prepare client files, meeting packs, and financial review documentation
  • Maintain accurate and up-to-date client records and databases
  • Schedule client meetings and manage follow-ups
  • Assist in the preparation of financial needs analyses and basic planning recommendations
  • Support the drafting of proposals and quotations
  • Conduct basic product and market research
  • Work closely with the advisor to understand financial planning strategies

Requirements

  • Recent graduate in Financial Planning, Finance, Economics, or a related field
  • Strong interest in building a career in financial services
  • Excellent organisational and administrative skills
  • Strong numerical and analytical ability
  • Good communication and interpersonal skills
  • Proficiency in Microsoft Office (especially Excel and Outlook)

Qualifications

Bachelors degree or Diploma in Financial Planning or related field (essential)

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Graduate Jobs in Gauteng

In Gauteng, the graduate job market in the technology sector is highly competitive, with many multinational companies operating in the region. Typically, graduates with a degree in computer science, information systems, or related fields are in high demand, particularly for roles involving software development, data analysis, and digital transformation. Generally, these students can expect to find employment in various industries, including financial services, manufacturing, and healthcare.

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When it comes to salary expectations, graduate positions in Gauteng typically offer broad ranges, with the most common figures falling within the R400 000 to R700 000 per annum bracket, depending on factors such as experience, company size, and industry sector. Common exceptions to this range include senior roles or those in high-growth industries, where salaries can exceed R1 million per annum. However, these exceptions are often reserved for highly skilled candidates with significant work experience.

In terms of common skills required for graduate positions in Gauteng, many employers look for individuals with strong programming skills, particularly in languages like Java, Python, or C++. Additionally, proficiency in data analysis tools and software development methodologies is also highly valued. Other essential skills include effective communication, teamwork, and problem-solving abilities. Furthermore, many companies prioritize candidates with relevant internships, research experience, or participation in hackathons or coding competitions.

Common industries that employ graduate positions in Gauteng include the financial services sector, technology industry, manufacturing sector, and healthcare. In these sectors, graduates can expect to find roles in fields such as IT project management, software development, data analysis, and business consulting.

When it comes to career progression, graduates with a strong work ethic and continuous learning mindset often find opportunities for advancement within their organizations or to other companies. Common career development paths include senior software developer, technical lead, business analyst, or management roles in various industries. Moreover, many employers provide training programs, mentorship schemes, and professional certifications to support the growth and development of their employees. By possessing a combination of technical skills, soft skills, and industry knowledge, graduates can successfully navigate their careers in Gauteng’s competitive job market.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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