Hybrid Trainee Financial Advisor - Mentored Path to CFP

Placements24; Sandton; Hybrid; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Competitive salary

Hybrid work

Job summary

Placements24 in Sandton is seeking a motivated Trainee Financial Advisor to join a prestigious firm. You will receive comprehensive training to become a skilled advisor, assisting clients with investment, retirement, and insurance planning needs.

The role combines in-office mentorship with remote work for certain tasks, and you will learn market dynamics, compliance, and client management while supporting senior advisors.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong analytical and problem-solving abilities.
• Excellent interpersonal and communication skills.
• Interest in financial markets and helping clients achieve goals.
• Willingness to pursue CFP or similar certification.
• Ability to work both independently and in hybrid Sandton setting.

Responsibilities

• Undergo rigorous training in financial planning principles, products, and regulations.
• Assist senior financial advisors in developing financial plans for clients.
• Conduct client needs analyses and gather financial information.
• Learn to present investment and insurance solutions effectively to clients.
• Maintain client records and ensure compliance with industry standards.
• Develop strong communication and relationship-building skills with clients.

Skills

Analytical & problem-solving skills

Interpersonal & communication skills

Education

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

Job description

Placements24 in Sandton is seeking a motivated Trainee Financial Advisor to join a prestigious firm. You will receive comprehensive training to become a skilled advisor, assisting clients with investment, retirement, and insurance planning needs.

The role combines in-office mentorship with remote work for certain tasks, and you will learn market dynamics, compliance, and client management while supporting senior advisors.