Junior Financial Advisor

SavageOne Pty Ltd; Johannesburg; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Commission structure

Training & development

Career growth

Collaborative environment

Job summary

SavageOne Pty Ltd is seeking a motivated Financial Advisor in Johannesburg to guide clients toward achieving their financial goals. You will create tailored plans covering investments, insurance, and retirement strategies while staying compliant with regulations.

The role emphasizes building lasting client relationships, delivering exceptional service, and collaborating with internal teams to provide integrated solutions. A proven commission track record is valued, with CFP/RE5 preferred.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• Proven commission structure with a track record of exceeding targets.
• CFP/RE5 or equivalent certifications preferred.

Responsibilities

• Meet with clients to understand financial needs, goals, and risk tolerance.
• Develop comprehensive financial plans including investments, insurance, and retirement planning.
• Provide expert advice on tax efficiency, estate planning, and wealth management.
• Conduct regular reviews of client portfolios and adjust recommendations as needed.
• Stay updated on financial regulations, market trends, and new products.
• Build and maintain strong client relationships with exceptional service.

Skills

Client communication

Interpersonal skills

Analytical skills

Relationship building

Education

Bachelor's degree in finance/economics/accounting

Job description

We are seeking a motivated and skilled Financial Advisor to join our team and help clients achieve their financial goals. In this role, you will provide sound financial guidance and offer tailored solutions to individuals and businesses. The ideal candidate has a client-focused mindset, excellent interpersonal skills, and a passion for building lasting relationships.

Key Responsibilities:

• Meet with clients to understand their financial needs, goals, and risk tolerance.
• Develop comprehensive financial plans, including investment strategies, insurance solutions, and retirement planning.
• Provide expert advice on tax efficiency, estate planning, and wealth management.
• Conduct regular reviews of clients portfolios and make recommendations based on changes in financial goals or market conditions.
• Stay updated on financial regulations, market trends, and new products.
• Build and maintain strong client relationships by providing exceptional service and support.
• Collaborate with internal teams to deliver integrated financial solutions.
• Ensure compliance with all legal and regulatory requirements.

Requirements:

• Proven commission structure with a track record of exceeding targets over a 12-month period (must be showcased in application).
• Education: Bachelors degree in finance, economics, accounting, or a related field.
• Certification: Relevant certifications (e.g., CFP, RE5, or equivalent) are preferred.
• Experience: Proven experience as a Financial Advisor or in a similar role.
• Strong knowledge of financial products, investment strategies, and tax regulations.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills with the ability to explain complex financial concepts in a simple manner.
• Ability to build trust and long-term relationships with clients.
• Proficiency in financial planning tools and software.

Preferred Skills:

• Experience working with diverse client portfolios.
• Strong negotiation and persuasion skills.
• Ability to work independently and as part of a team.

What We Offer:

• Commission structure.
• Access to industry-leading training and continuous professional development.
• Opportunities for career growth and advancement.
• Supportive and collaborative work environment.