Early-Career Financial Advisor: Client-Focused Growth

Placements24; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive starting salary with perks

Comprehensive training and pro certs

Basic medical aid plan

Provident fund

Well-equipped office in Tembisa

Job summary

Placements24 is seeking a Junior Financial Advisor to join our client’s Gauteng branch in Tembisa. This entry-level role focuses on supporting senior advisors, building client relationships, and delivering initial financial guidance.

You will participate in needs assessments, explain basic financial products, and help prepare financial plans under supervision. This role offers mentorship and a pathway to professional licenses in a collaborative Banking & Finance environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related discipline.
• Excellent interpersonal and communication skills, with a friendly and approachable demeanor.
• Basic understanding of financial principles and investment concepts.
• Ability to work in a team and independently when required.
• Customer-centric approach with a passion for helping people.
• Willingness to undergo licensing and certifications.
• Proficiency in MS Office applications.

Responsibilities

• Assist senior financial advisors in client meetings and portfolio reviews.
• Conduct initial client needs assessments and collect financial data.
• Explain basic financial products and services to clients.
• Help prepare financial plans and investment recommendations under supervision.
• Follow up with clients to ensure satisfaction and address needs.
• Maintain accurate client records and ensure regulatory compliance.
• Support branch marketing and client acquisition efforts.
• Continuously learn about financial markets and planning strategies.

Skills

Communication skills

Teamwork

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business Administration, or related discipline

Tools

MS Office

Job description

Placements24 is seeking a Junior Financial Advisor to join our client’s Gauteng branch in Tembisa. This entry-level role focuses on supporting senior advisors, building client relationships, and delivering initial financial guidance.

You will participate in needs assessments, explain basic financial products, and help prepare financial plans under supervision. This role offers mentorship and a pathway to professional licenses in a collaborative Banking & Finance environment.