Junior Financial Advisor

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

About the Role

Our client is seeking an enthusiastic and driven Junior Financial Advisor to join their team in Klerksdorp, offering a hybrid work arrangement. This role is designed for an individual eager to build a career in financial planning and wealth management, providing essential support to senior advisors and directly assisting clients. You will gain hands‑on experience in client consultations, financial plan development, and investment analysis. This position offers a fantastic opportunity to learn from experienced professionals and develop your skills in a supportive, hybrid environment, contributing to client financial success.

Key Responsibilities

• Assist senior advisors in developing and presenting comprehensive financial plans to clients.
• Conduct client needs analysis and gather relevant financial information for planning purposes.
• Research and recommend suitable investment products and strategies based on client goals and risk tolerance.
• Prepare financial reports, portfolio reviews, and other client-facing materials.
• Provide administrative support to the advisory team, including scheduling appointments and managing client records.
• Stay updated on market trends, financial regulations, and new financial products.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Completion of or progress towards industry certifications such as CFP (Certified Financial Planner) is a plus.
• 0-2 years of experience in the financial services industry or a related client-facing role.
• Strong interpersonal and communication skills, with a client‑centric approach.
• Basic understanding of investment principles, financial markets, and financial planning concepts.
• Proficiency in Microsoft Office Suite and eagerness to learn financial planning software.

Benefits

• Competitive base salary with performance‑based commission opportunities.
• Hybrid work model allowing for flexible work arrangements.
• Comprehensive training and mentorship programs.
• Health, dental, and vision insurance.
• Opportunities for career progression and advanced certifications.