Graduate Trainee Financial Advisor: Wealth & Mentorship

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

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.