Junior Financial Advisor

Placements24; Kimberley; Hybrid; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Mentorship

Career progression

Job summary

Placements24 in Kimberley is seeking a Junior Financial Advisor to start a career in personal finance. You'll work with senior advisors, learn investment planning, retirement strategies, and risk management while building your client base.

This entry-level role offers comprehensive training and mentorship in a supportive environment, with exposure to client meetings, reports, and regulatory compliance to help lay the foundation for a professional career in financial services.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Eligible to obtain financial services qualifications (e.g., RE 5) within timeframe.
• Strong interest in personal finance, investment and planning.
• Excellent communication and teamwork skills.

Responsibilities

• Develop financial plans with senior advisors.
• Analyze client needs and gather information.
• Research and recommend suitable investments.
• Support client relationship management and documentation.
• Participate in client meetings under supervision.
• Prepare financial reports and portfolio reviews.
• Stay informed on market trends and regulatory changes.

Skills

Needs analysis

Investment basics

Financial planning

Education

Bachelor's degree

Tools

MS Office

Job description

About the Role

Our client, a reputable financial advisory firm, is looking for an enthusiastic and dedicated Junior Financial Advisor to join their team in Kimberley . This entry-level position is designed for individuals passionate about personal finance and eager to build a career in guiding clients towards their financial goals. You will work closely with senior advisors, learn about investment planning, retirement strategies, and risk management, and begin building your own client base. This is an excellent stepping stone into the banking & finance sector, offering comprehensive training and mentorship in Kimberley . Our client is committed to fostering talent and providing a supportive environment for professional development and client success.

Key Responsibilities

• Assist senior financial advisors in developing financial plans for clients.
• Conduct client needs analysis and gather financial information.
• Research and recommend suitable investment products and strategies based on client profiles.
• Support client relationship management and communication.
• Process new business applications and ensure accurate documentation.
• Stay informed about financial market trends, economic conditions, and regulatory changes.
• Participate in client meetings and presentations under supervision.
• Help prepare financial reports and portfolio performance reviews.
• Adhere to all company policies and regulatory compliance standards.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant tertiary qualifications are essential.
• Must be eligible to obtain relevant financial services qualifications (e.g., RE 5, NQF Level 5 in Wealth Management) within a specified timeframe.
• Strong interest in personal finance, investment, and financial planning.
• Excellent interpersonal and communication skills, with a friendly and professional demeanor.
• Good analytical and problem-solving abilities.
• High level of integrity and a strong work ethic.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Eagerness to learn and a proactive attitude towards professional development.
• Ability to work effectively both independently and as part of a team.

Benefits

Our client offers a competitive starting salary, comprehensive training program, mentorship from experienced advisors, and opportunities for career progression towards becoming a fully qualified Financial Advisor. Benefits include medical aid and retirement fund contributions. This role is based in Kimberley , providing a solid foundation for a rewarding career in financial services.