Junior Financial Advisor

Placements24; Soweto; On-site; ZAR 180,000 - 280,000; Full time

Benefits offered by this job

Competitive salary

Medical aid

Retirement benefits

Mentorship program

Certifications (RE5, FAIS)

Job summary

Placements24 is seeking a junior financial advisor in Soweto to start a career in client advisory services. You will work with senior advisors to learn financial planning, investment products, and the fundamentals of building client relationships.

This entry-level role emphasizes hands-on training, mentorship, and the opportunity to grow toward professional certifications while supporting day-to-day client servicing in a dynamic financial services environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Entry-level; internship or related experience is a plus.
• Strong interest in personal finance and investments.
• Excellent communication and customer service skills.
• Excel proficiency and MS Office skills.

Responsibilities

• Assist senior financial advisors in preparing financial plans and investment recommendations.
• Conduct client needs assessments and gather financial information.
• Support client servicing activities, including answering inquiries and scheduling meetings.
• Learn and stay updated on financial products, market trends, and regulatory requirements.
• Help manage client relationships under the guidance of senior advisors.
• Administrative tasks supporting the financial advisory team.

Skills

Communication skills

Interpersonal skills

Customer service

Excel

MS Office

Education

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

Tools

MS Office

MS Excel

Job description

About the Role

Our client is seeking an ambitious and motivated Junior Financial Advisor to join their supportive team in Soweto . This entry-level position offers an excellent opportunity for individuals passionate about finance to kick-start their career in client advisory services. You will work closely with senior advisors, assist in developing financial plans for clients, and learn the intricacies of investment products and financial markets. The ideal candidate is eager to learn, possesses strong communication skills, and is dedicated to helping clients achieve their financial goals. This role is focused on building foundational knowledge and client management skills within a dynamic financial services environment.

Key Responsibilities

• Assist senior financial advisors in preparing financial plans and investment recommendations.
• Conduct client needs assessments and gather financial information.
• Support client servicing activities, including answering inquiries and scheduling meetings.
• Learn and stay updated on financial products, market trends, and regulatory requirements.
• Help manage client relationships under the guidance of senior advisors.
• Administrative tasks supporting the financial advisory team.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Entry-level position, but prior internship or relevant work experience is advantageous.
• Strong interest in personal finance and investment management.
• Excellent communication, interpersonal, and customer service skills.
• Proficiency in Microsoft Office Suite, particularly Excel.

Benefits

• Competitive starting salary with performance-based incentives.
• Comprehensive medical aid and retirement benefits.
• Extensive training and mentorship program provided by experienced professionals.
• Opportunities for career advancement and professional certifications (e.g., RE5, FAIS).
• A collaborative and encouraging team atmosphere in Soweto .