Emerging Financial Advisor – Client Growth & Planning

The Recruitment Council; Sandton; On-site; ZAR 300 000 - 500 000; Full time

Job summary

An established industry player is seeking a Junior Financial Advisor to enhance their team. This role is pivotal in supporting advisory partners with essential documentation and compliance for both new and existing clients. You will engage with a diverse range of high-profile clients across South Africa, utilizing your skills to generate leads and foster relationships. This position offers the chance to develop your financial acumen in a dynamic environment, ensuring you are well-equipped to contribute to the company's profitability while enhancing your professional growth. If you're eager to make an impact in the financial sector, this opportunity is for you.

Qualifications

• Certified Financial Planner designation or in progress.
• Post graduate diploma in financial planning or in progress.

Responsibilities

• Assist advisory partners with documentation and compliance requirements.
• Build trusting relationships with new and prospective clients.

Skills

Aptitude for figures

Writing skills

Influencing skills

Interpersonal skills

Presentation skills

Stress management

Communication skills

Education

Certified Financial Planner designation

Post graduate diploma in financial planning

RE exams

Job description

An established industry player is seeking a Junior Financial Advisor to enhance their team. This role is pivotal in supporting advisory partners with essential documentation and compliance for both new and existing clients. You will engage with a diverse range of high-profile clients across South Africa, utilizing your skills to generate leads and foster relationships. This position offers the chance to develop your financial acumen in a dynamic environment, ensuring you are well-equipped to contribute to the company's profitability while enhancing your professional growth. If you're eager to make an impact in the financial sector, this opportunity is for you.