Hybrid Junior Financial Advisor — Growth in Planning

Placements24; Klerksdorp; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive training and mentorship

Health, dental, and vision insurance

Opportunities for career progression

Job summary

Placements24 in Klerksdorp is seeking a motivated Junior Financial Advisor to join our team in a hybrid work setting. In this role you will support senior advisors, participate in client consultations, and help develop personalized financial plans and investment analyses.

You will gain hands-on experience with planning software, data gathering, and portfolio reviews while learning best practices from seasoned professionals.

Qualifications

• Bachelor's degree required.
• CFP certification is a plus.
• 0-2 years in financial services or client-facing role.
• Strong interpersonal and client-centric communication skills.
• Basic understanding of investment principles and financial markets.
• Proficiency in Microsoft Office and willingness to learn planning software.

Responsibilities

• Assist senior advisors in developing and presenting financial plans.
• Conduct client needs analysis and gather information for planning.

Skills

Interpersonal skills

Communication skills

Investment principles

Financial planning concepts

Microsoft Office

Learning financial software

Education

Bachelor's degree in Finance, Economics, Business Administration, or a related field

Tools

Financial planning software

Job description

Placements24 in Klerksdorp is seeking a motivated Junior Financial Advisor to join our team in a hybrid work setting. In this role you will support senior advisors, participate in client consultations, and help develop personalized financial plans and investment analyses.

You will gain hands-on experience with planning software, data gathering, and portfolio reviews while learning best practices from seasoned professionals.