Junior Financial Advisor

Placements24; LegKraal Gate; Híbrido; ZAR 180 000 - 240 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical aid contributions

Hybrid work arrangement

Mentorship and training programs

Resumo da oferta

Placements24 is seeking a Junior Financial Advisor to join a fast-growing financial advisory firm in Mahikeng, North West, South Africa. This entry-level role offers comprehensive training and exposure to client servicing, financial planning analysis, and administrative support under senior advisors.

You will assist with preparing financial plans, researching investments, and supporting client meetings while developing professional credentials and a pathway to future growth in the financial

Qualificações

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Strong interest in personal finance and investment management.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Responsabilidades

• Assist senior advisors in preparing financial plans and investment recommendations.
• Research investment products, market trends, and economic conditions.
• Support client meetings with agendas and notes.
• Help manage client portfolios and track performance.
• Ensure compliance with regulatory requirements and company policies.
• Assist onboarding of new clients and data gathering.

Conhecimentos

Analytical thinking

Client-focused communication

Microsoft Office proficiency

Detail-oriented

Formação académica

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

Ferramentas

CRM systems

Financial planning software

Descrição da oferta de emprego

About the Role

Our client, a rapidly growing financial advisory firm, is seeking an ambitious and eager Junior Financial Advisor to join their team in Mahikeng, North West . This entry-level position offers an excellent opportunity for individuals passionate about finance to begin a rewarding career. The Junior Financial Advisor will work under the guidance of senior advisors, assisting with client servicing, financial planning analysis, and administrative support. This role is designed to provide comprehensive training and development, preparing the individual for future growth within the firm and the financial advisory sector in the North West province.

Key Responsibilities

• Assist senior financial advisors in preparing financial plans and investment recommendations for clients.
• Conduct research on investment products, market trends, and economic conditions.
• Provide support in client meetings, including preparing agendas and taking meeting notes.
• Help manage client portfolios and track investment performance.
• Respond to client inquiries and provide administrative support to the advisory team.
• Ensure compliance with all regulatory requirements and company policies.
• Gather client data and assist in the onboarding process for new clients.
• Learn and utilize financial planning software and CRM systems effectively.
• Support business development efforts by identifying potential client leads.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Strong interest in personal finance and investment management.
• Excellent analytical, quantitative, and problem-solving skills.
• Good communication and interpersonal skills, with a client-focused attitude.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Eagerness to learn and a strong work ethic.
• Detail-oriented with good organizational skills.
• Ability to work effectively both independently and as part of a team.
• A desire to obtain professional financial certifications in the future.

Benefits

Our client offers a competitive entry-level salary with performance-based incentives and clear pathways for career advancement. The company provides comprehensive training and mentorship programs to support professional growth. Benefits include medical aid contributions and opportunities to gain valuable industry experience. This hybrid role offers a balance of in-office collaboration and remote flexibility, supporting our client's operations in Mahikeng, North West .