Junior Financial Advisor – AEJFA

Armstrong Appointments; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

A leading company seeks a qualified junior financial advisor for its Morningside, Durban team. The position involves supporting senior advisors, researching client information, and assisting with compliance and planning tasks. Ideal for candidates with a passion for financial planning and investments.

Qualifications

• Matric is a minimum qualification.
• Studied or studying toward PGDip Financial Planning, CFP or similar.
• Progress towards relevant industry certifications is expected.

Responsibilities

• Research financial advice-related matters for client reports.
• Assist with compliance duties and client review processes.
• Support senior advisors in preparing financial plans.

Skills

Interpersonal skills

Financial advice knowledge

Research skills

Client service passion

Education

Matric

Studying towards PGDip Financial Planning or CFP

Job description

We are seeking a qualified junior financial advisor to join our dynamic team based in Morningside, Durban.

Main job function
Primary responsibilities include, but are not limited to:
• Researching advice-related matters with financial advisors to be utilised in client reports /record of advice
• Working closely with our financial advisors and administration manager to draft Records of Advice documents
• Assisting with compliance duties on behalf of the practice
• Assisting in managing the client review process for financial advisors
• Checking the accuracy of policy schedules and other reports prepared by the administration team
• Liaise with financial advisors, service providers, clients and team members as and when required
• Assisting with research, investigations, information gathering and setting up advice and administration processes for the business
• Assist senior advisors in preparing financial plans and investment strategies for clients.
• Conduct client research and gather financial data to support planning and recommendations.
• Assist with client meetings and allocating follow-up tasks.
• Stay current on financial products, market trends, and regulatory updates.

Qualifications
Matric
Studied or studying towards PGDip Financial Planning, CFP or similar

Experience/Criteria
• Progress toward relevant industry certifications (e.g: PGDip Financial Planning, CFP).
• At least 3 years working experience at a CAT I FSP – investments, long term insurance, employee benefits, medical aid and gap cover
• Strong knowledge of financial advice relating to investment solutions
• Strong interpersonal skills
• A keen interest and proven passion for people, financial planning, investments, and client service

A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.