Graduate Trainee - Financial Advisor (Cape Town/Johannesburg/Durban)

Oasis Crescent; Wes-Kaap; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A reputable financial services firm in South Africa is seeking recent graduates for the Graduate Financial Advisor position. Candidates will receive full training and mentorship, with a focus on career growth in wealth management. The role requires a finance degree and strong communication skills. Applicants interested in applying should submit their CV and academic records to [e-mail].

Benefits

Full training & mentorship

Career growth opportunities

High-performance environment

Qualifications

• 1-3 years' experience in bookkeeping or accounting.
• Must work toward Regulatory Exam (RE5).
• Strong understanding of financial principles.

Responsibilities

• Identify potential clients through networking.
• Assist in financial data analysis.
• Learn about various financial products.
• Understand compliance regulations.
• Support senior advisors with administration.
• Attend structured training programs.
• Build and manage a small client portfolio.

Skills

Strong sales potential

Excellent communication skills

Client service orientation

Analytical mindset

Education

Finance / Investment / Financial Management Degree

Job description

Oasis Crescent is offering an incredible opportunity for ambitious graduates to join our dynamic team in Cape Town / Johannesburg / Durban as Graduate Financial Advisors.

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, or 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

Job description

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. Learning and Development

• Attend sessions as part of structured training programs.
• Shadow experienced advisors to understand best practices in client servicing and financial planning.

7. 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.

How To Apply:

If you are passionate about finance and eager to develop your skills within a dynamic, high-performing team, we invite you to apply for the Trainee Financial Advisor role.

Please submit your CV, academic transcripts, qualifications, and matric results to: [e-mail]