Graduate Trainee

Oasis Crescent; Gauteng; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial advisory firm in South Africa is seeking candidates for a role focusing on client engagement and financial needs analysis. Ideal candidates will have a degree in finance or a related field, as well as experience in bookkeeping or accounting. The role includes training and mentorship, providing opportunities for career growth in wealth management and financial advisory, along with building long-term client relationships.

Benefits

Full training & mentorship from industry professionals

Career growth in wealth management & financial advisory

A high-performance environment with real impact

Qualifications

• Finance / Investment / Financial Management Degree (Honours / Postgrad preferred).
• Excellent academic track record.
• Strong understanding of financial principles.
• 1-3 years' experience as a Bookkeeper, Junior Accountant, Accounts Clerk, or Financial Administrator.

Responsibilities

• Identify and approach potential clients through networking, referrals, and cold calling.
• Conduct initial client meetings to understand financial needs, goals, and current financial status.
• Assist in gathering and analyzing financial data such as income, expenses, assets and liabilities.
• Learn about various financial products and stay updated with changes in regulations.
• Support senior financial advisors with tasks like application processing and documentation.
• Attend sessions as part of structured training programs.

Job description

What You'll Get

Full training & mentorship from industry professionals

Career growth in wealth management & financial advisory

A high-performance environment with real impact

Requirements

• Finance / Investment / Financial Management Degree (Honours / Postgrad preferred)
• Excellent academic track record
• Strong understanding of financial principles
• 1-3 years' experience as a Bookkeeper, Junior Accountant, Accounts Clerk, or Financial Administrator

Experience should involve

• Reconciling accounts
• Preparing financial reports
• Managing ledgers
• Assisting with budgeting and financial statements

Candidates must be willing to work toward Regulatory Exam (RE5) and FAIS accreditation.

• Strong sales potential
• Excellent communication skills, particularly in explaining financial concepts.
• Client service orientation and professional demeanor.
• Analytical, entrepreneurial mindset

Client Engagement and Prospecting

Identify and approach potential clients through networking, referrals, and cold calling.

Conduct initial client meetings to understand financial needs, goals, and current financial status.

Financial Needs Analysis

Assist in gathering and analyzing financial data such as income, expenses, assets and liabilities.

Participate in preparing comprehensive financial needs analyses and planning reports.

Product Knowledge and Training

Learn about various financial products (e.g., retirement annuities and investment products).

Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning.

Compliance and Regulation

Understand and adhere to Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services (FAIS) Act requirements.

Complete necessary training modules and work toward obtaining RE5 (Regulatory Exam) and full FAIS accreditation.

Sales Support and Administration

Support senior financial advisors with administrative tasks like application processing, documentation, and client follow-ups.

Maintain accurate records of client interactions and financial plans.

Learning and Development

Attend sessions as part of structured training programs.

Shadow experienced advisors to understand best practices in client servicing and financial planning.

Building Long-term Client Relationships

Begin building and managing a small portfolio under supervision.

Learn to provide continuous support to clients and adjust plans as their life circumstances change.