Graduate Financial Advisor Trainee

Placements24; Sandton; Hybrid; ZAR 180.000 - 240.000; Vollzeit

Benefits dieser Stelle

Starter stipend

Medical benefits

Pension/retirement plan

Professional qualification support

Zusammenfassung

Placements24 is recruiting a Graduate Financial Advisor Trainee in Sandton for a hybrid role combining remote learning with in-office client engagement. You will undergo a comprehensive training program to build skills in financial planning, investments, and client relationship management under experienced mentors.

The program targets ambitious graduates with finance interest, strong communication, and ethical conduct, offering mentorship, professional qualifications support, and long-term

Qualifikationen

• Bachelor's degree in Finance, Economics, Commerce or related field.
• Excellent communication, negotiation and interpersonal skills.
• Willingness to complete professional certifications (RE1, RE5) and work in a hybrid setup.

Aufgaben

• Participate in an intensive training program covering financial planning and investment products.
• Shadow experienced Financial Advisors to learn client advisory and sales best practices.
• Assist in preparation of financial plans and investment proposals for clients.
• Build relationships with prospective clients and nurture existing accounts.
• Conduct market research and stay informed about economic trends.

Kenntnisse

Communication skills

Analytical abilities

Excel proficiency

Hybrid work adaptability

Certification readiness (RE1/RE5)

Ausbildung

Bachelor's degree in Finance, Economics, or Commerce

RE1/RE5 certifications

Tools

MS Office

Excel

Jobbeschreibung

About the Role

Our client, a prestigious wealth management firm, is actively recruiting a motivated Graduate Financial Advisor Trainee . This position offers a hybrid work arrangement, blending remote learning and client engagement with in-office collaboration at our Sandton, Gauteng office. You will embark on a comprehensive training program designed to equip you with the knowledge and skills necessary to become a successful Financial Advisor. This role is ideal for ambitious graduates who are passionate about finance, possess strong interpersonal skills, and are driven to help clients achieve their financial goals. You will gain invaluable exposure to financial planning, investment strategies, and client relationship management under the guidance of seasoned professionals.

Key Responsibilities

• Participate in an intensive training program covering financial planning, investment products, and regulatory requirements.
• Shadow experienced Financial Advisors to learn best practices in client advisory and sales.
• Assist in the preparation of financial plans and investment proposals for clients.
• Build relationships with prospective clients and nurture existing client accounts.
• Conduct market research and stay informed about economic trends and investment opportunities.
• Ensure compliance with all company policies and financial regulations.
• Support the administrative and operational aspects of the financial advisory practice.
• Develop a deep understanding of client needs and financial objectives.
• Contribute to team meetings and share insights on market developments.
• Undertake continuous professional development to enhance expertise.

Requirements

• Bachelor's degree in Finance, Economics, Commerce, or a related business field.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical abilities and a keen interest in financial markets.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to work independently and collaboratively in a hybrid setting.
• Must be willing to complete required professional certifications (e.g., RE 1, RE 5).
• High level of integrity and ethical conduct.
• Resilience and a strong drive to achieve targets.
• Willingness to commute to the Sandton, Gauteng office for training and meetings.
• A client-centric approach and a passion for personal finance.

Benefits

This hybrid trainee role offers a competitive starting stipend of Rand per annum, comprehensive medical and retirement benefits upon successful completion of the training period, and potential for significant performance-based bonuses as you transition to a full advisor role. Our client invests heavily in employee development, providing extensive training, mentorship, and support for professional qualifications. Enjoy a dynamic career path with ample opportunities for growth within the thriving financial services sector in Sandton, Gauteng .