Graduate Financial Planner

Graduate Financial Planner

Recruiter

Stonebridge HR Solutions

Job Ref

Pta000528/LS

Date posted

Thursday, June 11, 2026

Location

Centurion, South Africa

Salary

Market Related

SUMMARY

We are seeking a motivated and ambitious graduate who is passionate about building a long-term career in the financial services industry. This role is ideal for a recent graduate who is interested in financial planning, client relationship management, and helping individuals and families achieve their financial goals through sound financial strategies and advice.

This is not a short-term stepping stone position. We are looking for someone who is committed to developing into a trusted financial planning professional and who is eager to grow within a client-focused advisory environment.

POSITION INFO

Minimum Requirements

• BCom Degree, Diploma, or equivalent qualification in Finance, Financial Planning, Investments, Economics, Accounting, Business Management, or a related field.
• Strong interest in personal financial planning and wealth management.
• Excellent communication and interpersonal skills.
• Own vehicle and laptop.

Key Responsibilities

• Assist in developing and implementing comprehensive financial planning strategies for clients.
• Build and maintain strong, long-term relationships with clients through regular engagement and exceptional service.
• Conduct research on financial products, investment solutions, and market trends.

What We Offer

• Structured training and development within the financial planning profession.
• A clear career development pathway.
• Exposure to financial strategy development, wealth management, and client advisory services.
• A professional and supportive environment focused on long-term career growth.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.