Hybrid Graduate Financial Advisor Trainee for Growth

Placements24; Sandton; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Starter stipend

Medical benefits

Pension/retirement plan

Professional qualification support

Job summary

Placements24 is recruiting a Graduate Financial Advisor Trainee in Sandton for a hybrid role combining remote learning with in-office client engagement. You will undergo a comprehensive training program to build skills in financial planning, investments, and client relationship management under experienced mentors.

The program targets ambitious graduates with finance interest, strong communication, and ethical conduct, offering mentorship, professional qualifications support, and long-term

Qualifications

• Bachelor's degree in Finance, Economics, Commerce or related field.
• Excellent communication, negotiation and interpersonal skills.
• Willingness to complete professional certifications (RE1, RE5) and work in a hybrid setup.

Responsibilities

• Participate in an intensive training program covering financial planning and investment products.
• Shadow experienced Financial Advisors to learn client advisory and sales best practices.
• Assist in preparation of financial plans and investment proposals for clients.
• Build relationships with prospective clients and nurture existing accounts.
• Conduct market research and stay informed about economic trends.

Skills

Communication skills

Analytical abilities

Excel proficiency

Hybrid work adaptability

Certification readiness (RE1/RE5)

Education

Bachelor's degree in Finance, Economics, or Commerce

RE1/RE5 certifications

Tools

MS Office

Excel

Job description

Placements24 is recruiting a Graduate Financial Advisor Trainee in Sandton for a hybrid role combining remote learning with in-office client engagement. You will undergo a comprehensive training program to build skills in financial planning, investments, and client relationship management under experienced mentors.

The program targets ambitious graduates with finance interest, strong communication, and ethical conduct, offering mentorship, professional qualifications support, and long-term