Junior Financial Advisor – Aejfa

Findojobs South Africa; KwaZulu-Natal; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A local recruitment agency is seeking a qualified junior financial advisor to join a dynamic team in Morningside, Durban. The role involves assisting financial advisors, drafting compliance documents, and conducting client research. Candidates should possess Matric and be working towards relevant industry certifications, with at least 3 years of experience in a financial services provider. Strong interpersonal skills and a passion for financial planning are essential.

Qualifications

• Strong knowledge of financial advice relating to investment solutions.
• Progress toward relevant industry certifications.
• At least 3 years of working experience in financial services.

Responsibilities

• Research advice-related matters for client reports.
• Draft Records of Advice documents.
• Assist with compliance duties and client review processes.

Skills

Interpersonal skills

Knowledge of financial advice

Client service

Education

Matric

PGDip Financial Planning or similar

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.