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KwaZulu-Natal: Intern -trainee Financial Planner Hillcrest KZN posted by Excel Life

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Job Description

About the Role

We are seeking a motivated and enthusiastic individual to join our team as an Intern-Trainee Financial Planner at Excel Life in Hillcrest, KwaZulu-Natal. As a trainee, you will be part of our established 26-year-old financial advisory-service business specialising in Investment Planning, Employee Benefit Schemes, Health Care and Insurance. You will have the opportunity to develop your skills and provide support services to senior Financial Advisor and clients.

Key Responsibilities

  • Assist senior Financial Advisors with client meetings and paperwork
  • Conduct research on market trends and industry developments
  • Develop and maintain accurate financial records using MS Excel and other software tools
  • Provide administrative support to the team, including responding to emails and phone calls
  • Attend training sessions and workshops to develop your skills and knowledge

Requirements

  • Completed a Degree in Finance or related field
  • Computer literate with proficiency in MS Excel, Word, and Outlook
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritise tasks effectively
  • High value placed on people care, honesty, openness, teachability, integrity, team player, and loyalty

Qualifications

  • Formal education in Finance or related field (Bachelor’s degree)

Salary & Benefits

  • Not specified in the original job description.

How to Apply

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

About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

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Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.

View Job  Bloemfontein: Financial Consultant, Bloemfontein posted by Mirna Butler Recruitment


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



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