Junior Financial Advisor

Placements24; Vereeniging; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Medical benefits

Retirement benefits

Mentorship program

Training opportunities

Job summary

Placements24 seeks a Junior Financial Advisor in Vereeniging to join a supportive team and grow a career in financial planning and wealth management. You will work under senior advisors to analyze client needs and develop personalized plans.

The role emphasizes ethics, client-centric advice, and strong interpersonal skills. A structured training path and mentorship are provided to build expertise in investments, insurance, and retirement solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Willingness to pursue industry certifications (e.g., RE5, CFP).
• Solid understanding of financial planning and investment products.
• Strong communication and presentation skills.
• Organized with strong attention to detail.

Responsibilities

• Assist senior advisors in developing comprehensive financial plans for clients.
• Conduct client needs analysis and gather relevant financial information.
• Research and present suitable investment, insurance, and retirement solutions.
• Provide ongoing support and communication to clients regarding their financial plans.
• Maintain accurate client records and ensure compliance with industry regulations.
• Support business development efforts by identifying potential new client opportunities.

Skills

Excellent communication

Interpersonal skills

Detail oriented

Education

Bachelor’s degree in Finance/Economics/Business Admin

Job description

About the Role

Our client is actively recruiting a motivated and enthusiastic Junior Financial Advisor to join their supportive team in Vereeniging . This role is designed for an ambitious individual looking to build a successful career in financial planning and wealth management. You will work under the guidance of senior advisors, assisting clients in understanding their financial goals and developing personalized strategies. The ideal candidate possesses strong interpersonal skills, a keen interest in finance, and a dedication to providing ethical and client-centric advice. This is an excellent entry-level opportunity within the Gauteng financial sector to gain valuable experience and grow professionally.

Key Responsibilities

• Assist senior advisors in developing comprehensive financial plans for clients.
• Conduct client needs analysis and gather relevant financial information.
• Research and present suitable investment, insurance, and retirement solutions.
• Provide ongoing support and communication to clients regarding their financial plans.
• Maintain accurate client records and ensure compliance with industry regulations.
• Support business development efforts by identifying potential new client opportunities.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant industry certifications or willingness to pursue them (e.g., RE5, CFP).
• Strong understanding of financial planning principles and investment products.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented with strong organizational and time-management abilities.
• A passion for finance and a strong desire to help clients achieve their financial objectives.

Benefits

• Competitive starting salary with performance-based bonuses and commission opportunities.
• Comprehensive medical and retirement benefits.
• Extensive training programs and mentorship from experienced professionals.
• Support for professional development and industry qualifications.
• A collaborative and growth-oriented work environment in Vereeniging .