About Company
Embark on a fulfilling career path with Career.zycto, where your ambition in finance finds fertile ground to flourish. We are a dynamic firm deeply committed to nurturing emerging talent and fostering an environment of continuous learning and client-centric service. For an aspiring Junior Financial Planner, our collaborative culture offers unparalleled mentorship and exposure to diverse financial strategies, helping you build a robust foundation from day one. You’ll join a team that values innovation, integrity, and proactive problem-solving, all while making a tangible impact on our clients’ financial well-being. This is where your financial journey truly begins, supported by experienced professionals dedicated to your growth and success.
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Job Description
Are you a recent graduate with a passion for finance and a keen desire to help individuals achieve their financial aspirations? Career.zycto is seeking a motivated and analytical Junior Financial Planner to join our growing team in Chinde, Zambezia Province. This entry-level position is designed for ambitious individuals eager to kickstart their career in financial planning, offering a unique opportunity to learn from seasoned professionals and contribute meaningfully from day one. As a Junior Financial Planner, you will play a crucial supporting role in assisting our senior advisors with comprehensive financial planning strategies for our diverse client base. This involves in-depth data analysis, preparing client reports, and researching various investment products and financial solutions. We believe in empowering our team members with knowledge and practical experience, providing a structured learning environment that will enable you to develop essential skills in financial analysis, client communication, and regulatory compliance. You will gain hands-on experience in areas such as retirement planning, investment management, risk assessment, and estate planning, laying a solid foundation for a successful long-term career. At Career.zycto, we are committed to fostering a supportive and collaborative workplace where professional development is prioritized. You’ll be part of a team that values innovation, ethical conduct, and a client-first approach, ensuring that our advice is always in the best interest of those we serve. If you are detail-oriented, possess excellent analytical skills, and are eager to make a tangible impact in people’s lives through sound financial guidance, we encourage you to apply. This role offers not just a job, but a clear pathway to becoming a skilled financial expert, with opportunities for advancement and continuous professional growth within our organization.
Key Responsibilities
- Assist senior financial planners in preparing and presenting financial plans tailored to client needs.
- Conduct thorough research on financial products, investment strategies, and market trends to support recommendations.
- Gather and meticulously analyze client financial data, including income, expenses, assets, and liabilities.
- Prepare detailed reports, summaries, and compelling presentations for client meetings.
- Support the client onboarding process, ensuring all documentation is accurate and compliant.
- Maintain client relationships under supervision, responding to inquiries and providing excellent service.
- Stay updated on industry regulations, tax laws, and financial planning best practices through continuous learning.
- Handle administrative tasks related to client accounts, portfolio management, and compliance documentation.
- Actively participate in professional development and training sessions to enhance skills and knowledge.
Required Skills
- Strong analytical and problem-solving skills with a keen eye for detail.
- Excellent written and verbal communication skills in both English and Portuguese.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
- High level of attention to detail and accuracy in all tasks.
- Ability to work effectively both independently and as part of a collaborative team.
- Strong ethical compass and an unwavering commitment to client confidentiality and integrity.
- Demonstrated ability to learn quickly and adapt to new information and systems.
Preferred Qualifications
- Basic understanding of financial markets, investment principles, and economic concepts.
- Familiarity with financial planning software (e.g., eMoney Advisor, RightCapital) is a plus.
- Prior internship or volunteer experience in a financial services setting.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Perks & Benefits
- Competitive entry-level salary with performance-based incentives.
- Comprehensive health and wellness benefits package.
- Structured mentorship program with seasoned financial advisors.
- Significant opportunities for professional development and support for industry certifications (e.g., CFP).
- Generous paid time off, including public holidays.
- A collaborative, supportive, and intellectually stimulating work environment.
- Direct exposure to diverse client portfolios and complex financial scenarios.
How to Apply
To apply for this exciting entry-level opportunity, please click on the application link below. We encourage you to submit a comprehensive resume and a cover letter outlining your genuine interest in financial planning and why you believe you are a great fit for Career.zycto. We look forward to reviewing your application and exploring your potential.
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