CFP Junior Advisor — Mentored Path to Senior Planning

The Recruitment Council; Gauteng; On-site; ZAR 250,000 - 300,000; Full time

Job summary

A premier financial planning firm is seeking a Junior Financial Advisor in Gauteng. The role involves managing a dedicated client portfolio, delivering comprehensive financial plans, and ensuring compliance with regulatory standards. Qualified candidates should have a CFP® designation, a postgraduate diploma in financial planning, and a commitment to professional development. This position offers a clear path for advancement to Senior Financial Planner.

Qualifications

• CFP® designation required.
• Essential Regulatory Examinations (RE5) completed.
• Minimum 2 years’ client-facing experience in financial services.

Responsibilities

• Manage and grow a dedicated portfolio of clients.
• Prepare and deliver holistic financial plans.
• Ensure compliance with regulatory requirements.

Skills

Client management

Financial planning

Communication

Education

Certified Financial Planner® (CFP®)

Postgraduate Diploma in Financial Planning (NQF 8)

Tools

Xplan

Xtools

Asset Map

Job description

A premier financial planning firm is seeking a Junior Financial Advisor in Gauteng. The role involves managing a dedicated client portfolio, delivering comprehensive financial plans, and ensuring compliance with regulatory standards. Qualified candidates should have a CFP® designation, a postgraduate diploma in financial planning, and a commitment to professional development. This position offers a clear path for advancement to Senior Financial Planner.