Graduate Trainee - Financial Advisor (Durban)

Oasis Crescent; Durban; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A leading financial services firm in Durban is seeking ambitious graduates to join as Graduate Financial Advisors. This role offers full training and mentorship, emphasizing client engagement and financial needs analysis. Candidates should have a finance degree and strong communication skills, with an opportunity to grow in wealth management. The position supports career development in a high-performance environment.

Benefits

Full training & mentorship

Career growth opportunities

Dynamic team environment

Qualifications

• Strong understanding of financial principles.
• 1-3 years' experience in bookkeeping or accounting roles.
• Willingness to work toward Regulatory Exam (RE5) and FAIS accreditation.

Responsibilities

• Identify and approach potential clients.
• Assist in gathering and analyzing financial data.
• Support senior financial advisors with administrative tasks.

Skills

Excellent communication skills

Client service orientation

Analytical mindset

Sales potential

Education

Finance / Investment / Financial Management Degree (Honours/Postgrad preferred)

Job description

Overview

Oasis Crescent is offering an incredible opportunity for ambitious graduates to join our dynamic team 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.