Graduate Trainee Financial Advisor

Placements24; Sandton; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary with commission

Extensive training and support

Mentorship from leading advisors

Career progression in wealth mgmt

Supportive team environment

Job summary

Placements24 invites a motivated graduate to join their financial services team in Sandton as a Graduate Trainee Financial Advisor. You will undergo comprehensive training in investment strategies, wealth management, and client advisory services while learning from experienced advisors.

You'll build client relationships, assist in creating financial plans, and contribute to the firm's growth through research and thoughtful recommendations. A path to professional qualifications is supported.

Qualifications

• A relevant degree in Finance, Economics, Commerce, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent communication, interpersonal, and presentation skills.
• A desire to pursue relevant financial qualifications (e.g., RE 5, CFP).
• High level of integrity and a client-centric approach.

Responsibilities

• Assist senior financial advisors in preparing client financial plans.
• Conduct research on financial products, market trends, and investment opportunities.
• Support the management of client portfolios and investment accounts.
• Learn to identify client needs and recommend appropriate financial solutions.
• Build and maintain strong relationships with new and existing clients.

Skills

Finance markets

Investment principles

Communication

Interpersonal skills

CFP/RE5

Finance degree

Education

Finance-related degree

Job description

About the Role

Our client is searching for an ambitious and client-focused Graduate Trainee Financial Advisor to join their prestigious financial services team in Sandton . This role is perfect for individuals passionate about finance and helping others achieve their financial goals. You will undergo comprehensive training to understand investment strategies, wealth management, and client advisory services. Working closely with experienced advisors, you will learn to build client relationships, provide tailored financial advice, and contribute to the firm's growth. This is an exceptional opportunity for a motivated graduate to embark on a rewarding career in financial planning and advisory services.

Key Responsibilities

• Assist senior financial advisors in preparing client financial plans.
• Conduct research on financial products, market trends, and investment opportunities.
• Support the management of client portfolios and investment accounts.
• Learn to identify client needs and recommend appropriate financial solutions.
• Build and maintain strong relationships with new and existing clients.

Requirements

• A relevant degree in Finance, Economics, Commerce, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent communication, interpersonal, and presentation skills.
• A desire to pursue relevant financial qualifications (e.g., RE 5, CFP).
• High level of integrity and a client-centric approach.

Benefits

• Competitive starting salary with attractive commission structures.
• Extensive training and support towards professional financial qualifications.
• Mentorship from leading financial advisors in the industry.
• Career progression opportunities in wealth management.
• A professional and supportive team environment.