Graduate Financial Advisor Junior: Training & Growth

Placements24

Mbombela (Nelspruit)

On-site

ZAR 180,000 - 240,000

Full time

4 days ago
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Benefits offered by this job

Mentorship
Structured training
Career growth
Commission bonus
Team support

Job summary

Placements24 in Nelspruit seeks a Graduate Junior Financial Advisor to join a respected financial services firm. You will support senior advisors, helping develop personalized financial plans and respond to client inquiries.

The role offers structured training, exposure to investments, insurance, retirement planning, and a clear path toward professional qualifications. A strong communicator eager to learn will thrive here.

Qualifications

  • Bachelor's degree in Finance, Economics, Business or a related field.
  • Strong understanding of financial markets and investment principles.
  • Excellent communication, interpersonal, and presentation skills.
  • Detail-oriented with strong organizational and time management abilities.
  • Aspiring to obtain professional qualifications (e.g., CFP).

Responsibilities

  • Assist senior advisors in developing and presenting financial plans to clients.
  • Support clients with inquiries regarding investments, insurance, and retirement planning.
  • Conduct market research to stay updated on financial products and economic trends.
  • Help prepare client meeting materials and follow-up documentation.
  • Ensure all client interactions and administrative tasks comply with regulatory standards in Nelspruit.

Skills

Communication skills
Interpersonal skills
Presentation skills
Attention to detail
Time management

Education

Bachelor's degree in Finance, Economics, Business or related field

Job description

Placements24 in Nelspruit seeks a Graduate Junior Financial Advisor to join a respected financial services firm. You will support senior advisors, helping develop personalized financial plans and respond to client inquiries.

The role offers structured training, exposure to investments, insurance, retirement planning, and a clear path toward professional qualifications. A strong communicator eager to learn will thrive here.

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