Apprentice Financial Advisor Assistant

Placements24; Sandton; Hybrid; ZAR 67,000 - 100,000; Full time

Benefits offered by this job

Structured apprenticeship program

Competitive stipend

Mentorship from experienced advisors

Exposure to financial planning process

Career progression path

Job summary

Placements24 in Sandton is seeking an Apprentice Financial Advisor Assistant to join their team. This program provides foundational training in financial services, client support, and administrative tasks essential to supporting financial advisors.

You will learn about financial products, client relationship management, and regulatory compliance while assisting daily operations. The role offers mentorship, structured training, and a clear path toward more responsible financial advisory duties.

Qualifications

• Interest in finance and desire to pursue a career in financial services.
• Excellent communication and interpersonal skills with a professional demeanor.
• Strong organizational abilities and meticulous attention to detail.
• Willingness to learn and adapt to industry regulations and company policies.

Responsibilities

• Assist financial advisors with client onboarding processes and documentation.
• Manage client records and ensure information is accurate and up-to-date in the CRM system.
• Prepare meeting materials and follow-up documentation for client appointments.
• Respond to client inquiries via phone and email, escalating complex issues as needed.
• Support advisors in tracking client portfolios and generating basic reports.
• Learn about financial planning principles and regulatory requirements relevant to the role.

Skills

Interest in finance

Communication skills

Organizational skills

MS Office

Willingness to learn

Job description

About the Role

Our client is looking for a diligent and aspiring professional to join their team as an Apprentice Financial Advisor Assistant in Sandton . This program provides a foundational understanding of the financial services industry, client support, and administrative tasks essential to supporting financial advisors. You will learn about financial products, client relationship management, and regulatory compliance while assisting with daily operations. This is an exceptional opportunity for individuals seeking to enter the financial sector, develop key skills, and build a career path in financial advising within a professional environment in Gauteng . We are committed to providing comprehensive training and mentorship.

Key Responsibilities

• Assist financial advisors with client onboarding processes and documentation.
• Manage client records and ensure information is accurate and up-to-date in the CRM system.
• Prepare meeting materials and follow-up documentation for client appointments.
• Respond to client inquiries via phone and email, escalating complex issues as needed.
• Support advisors in tracking client portfolios and generating basic reports.
• Learn about financial planning principles and regulatory requirements relevant to the role.

Requirements

• A keen interest in finance and a desire to pursue a career in financial services.
• Excellent communication and interpersonal skills, with a professional demeanor.
• Strong organizational abilities and meticulous attention to detail.
• Proficiency in using computers, including Microsoft Office Suite.
• Willingness to learn and adapt to industry regulations and company policies.
• Must be able to work a hybrid schedule, attending the office in Sandton regularly.

Benefits

• Structured apprenticeship program offering comprehensive industry training.
• Competitive apprenticeship stipend with potential for review.
• Mentorship from experienced financial advisors and support staff.
• Exposure to the financial planning process and client interaction.
• Potential pathway towards roles with greater responsibility in financial advisory services.