Emerging Financial Advisor — Training, Mentorship & Growth

Placements24; Vereeniging; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Medical benefits

Retirement benefits

Mentorship program

Training opportunities

Job summary

Placements24 seeks a Junior Financial Advisor in Vereeniging to join a supportive team and grow a career in financial planning and wealth management. You will work under senior advisors to analyze client needs and develop personalized plans.

The role emphasizes ethics, client-centric advice, and strong interpersonal skills. A structured training path and mentorship are provided to build expertise in investments, insurance, and retirement solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Willingness to pursue industry certifications (e.g., RE5, CFP).
• Solid understanding of financial planning and investment products.
• Strong communication and presentation skills.
• Organized with strong attention to detail.

Responsibilities

• Assist senior advisors in developing comprehensive financial plans for clients.
• Conduct client needs analysis and gather relevant financial information.
• Research and present suitable investment, insurance, and retirement solutions.
• Provide ongoing support and communication to clients regarding their financial plans.
• Maintain accurate client records and ensure compliance with industry regulations.
• Support business development efforts by identifying potential new client opportunities.

Skills

Excellent communication

Interpersonal skills

Detail oriented

Education

Bachelor’s degree in Finance/Economics/Business Admin

Job description

Placements24 seeks a Junior Financial Advisor in Vereeniging to join a supportive team and grow a career in financial planning and wealth management. You will work under senior advisors to analyze client needs and develop personalized plans.

The role emphasizes ethics, client-centric advice, and strong interpersonal skills. A structured training path and mentorship are provided to build expertise in investments, insurance, and retirement solutions.