Junior Financial Advisor Assistant

Placements24; Centurion; On-site; ZAR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive entry-level salary

On-the-job training and development

Medical aid and retirement fund

Job summary

Placements24 in Centurion, Gauteng, is seeking a Junior Financial Advisor Assistant to support seasoned advisers in a wealth management firm. You will be involved in client servicing, administrative tasks, and preparing financial plans, gaining invaluable experience in a client-facing capacity.

The role offers mentorship from industry experts and a path to professional certifications. The environment is dynamic, centering on professional development and client service excellence.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Strong interpersonal and communication skills with a client-centric attitude.
• Excellent organizational skills and attention to detail.

Responsibilities

• Provide administrative support to financial advisors, including scheduling appointments and managing client correspondence.
• Assist in preparing financial planning documents and client presentations.
• Process client account opening paperwork and follow up on documentation.
• Respond to client inquiries and provide information regarding portfolios.
• Maintain client records and ensure data accuracy in the CRM system.
• Conduct research on investment products and market trends.
• Assist with preparation for client meetings and reviews.
• Coordinate with other departments to ensure smooth onboarding and service delivery.
• Support advisors in compliance-related tasks and documentation.

Skills

Interpersonal skills

Communication

Organization

MS Office

Multitasking

Financial interest

Education

Bachelor's degree in Finance/ Economics/ Business Admin

Tools

Microsoft Office Suite

Job description

About the Role

Our client, a prestigious wealth management firm, is actively recruiting a motivated and client-focused Junior Financial Advisor Assistant to join their established team in **Centurion, Gauteng**.

This role is perfect for an individual seeking a career in financial services, providing crucial support to seasoned financial advisors. You will be involved in client servicing, administrative tasks, and preparing financial plans, gaining invaluable experience in a client-facing capacity. The position is based in our **Centurion, Gauteng** office, offering a dynamic work environment and direct mentorship from industry experts. This role requires a professional demeanor, strong organizational skills, and a dedication to providing exceptional client service.

Key Responsibilities

• Provide administrative support to financial advisors, including scheduling appointments and managing client correspondence.
• Assist in the preparation of financial planning documents and client presentations.
• Process client account opening paperwork and follow up on documentation.
• Respond to client inquiries and provide information regarding their portfolios.
• Maintain client records and ensure data accuracy in the CRM system.
• Conduct research on investment products and market trends.
• Assist with the preparation for client meetings and reviews.
• Coordinate with other departments to ensure smooth client onboarding and service delivery.
• Support advisors in compliance-related tasks and documentation.

Requirements

• A Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Excellent interpersonal and communication skills, with a professional and client-centric attitude.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to multitask and manage time effectively in a fast-paced environment.
• A keen interest in financial planning and investment management.
• Ability to work effectively both independently and as part of a team.
• Previous experience in an administrative or client service role is advantageous.
• Willingness to pursue relevant financial certifications (e.g., RE5) will be supported.

Benefits

• Competitive entry-level salary.
• On-the-job training and professional development opportunities.
• Exposure to comprehensive financial planning and wealth management strategies.
• A supportive and professional team environment.
• Career progression opportunities within the firm.
• Medical aid and retirement fund contributions.
• Convenient office location in **Centurion, Gauteng**.
• Potential for bonuses based on team performance.