Graduate Trainee Financial Advisor

Placements24; Randburg; Hybrid; ZAR 200,000 - 320,000; Full time

Benefits offered by this job

Licensing support

Hybrid work model

Mentorship from experienced advisors

Career progression opportunities

Job summary

Placements24 is seeking proactive Graduate Trainee Financial Advisors to join their wealth management division in Randburg. Learn to guide clients toward financial goals with training and mentorship in financial planning, investments, and client relationship management.

You will assist senior advisors, research markets, prepare documents for meetings, and comply with regulatory standards. This role offers extensive training, licensing support, mentorship from experienced advisors, and a hybrid

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Strong understanding of financial markets and investment principles.
• Excellent communication and interpersonal skills; ability to build rapport.
• Willingness to pursue licensing (e.g., RE5).

Responsibilities

• Assist senior advisors in developing personalized financial plans.
• Research investment products, market trends, and economic conditions.
• Prepare documentation and follow-up for client meetings.
• Learn and adhere to regulatory and compliance standards.
• Build and maintain long-term client relationships.
• Contribute to marketing and outreach to attract new clients.

Skills

Communication skills

Interpersonal skills

Sales aptitude

Ethical conduct

Education

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

Job description

Our client is seeking proactive and client-focused Graduate Trainee Financial Advisors to join their wealth management division in Randburg . This is a unique opportunity for driven individuals to embark on a career in financial services, learning to guide clients towards their financial goals. You will receive comprehensive training and mentorship to develop expertise in financial planning, investment strategies, and client relationship management. This role requires excellent interpersonal skills and a commitment to ethical practices, offering a rewarding path for those passionate about helping others achieve financial security and growth.

Key Responsibilities

• Assist senior advisors in developing personalized financial plans for clients.
• Conduct research on investment products, market trends, and economic conditions.
• Support client meetings, preparing necessary documentation and follow-up actions.
• Learn and adhere to all regulatory requirements and compliance standards.
• Build and maintain strong, long-term relationships with clients.
• Contribute to marketing and outreach efforts to attract new clients.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent communication, sales, and interpersonal skills.
• Demonstrated ability to build rapport and trust with clients.
• High level of integrity and ethical conduct.
• Willingness to pursue relevant financial certifications (e.g., RE5).

Benefits

• Competitive graduate salary with attractive commission structures.
• Extensive training and development programs, including licensing support.
• Career progression opportunities within a reputable financial institution.
• Mentorship from experienced and successful financial advisors.
• A hybrid work model balancing client-facing activities with remote flexibility.