Junior Financial Advisor - Client Relations

Placements24; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive starting salary with perks

Comprehensive training and pro certs

Basic medical aid plan

Provident fund

Well-equipped office in Tembisa

Job summary

Placements24 is seeking a Junior Financial Advisor to join our client’s Gauteng branch in Tembisa. This entry-level role focuses on supporting senior advisors, building client relationships, and delivering initial financial guidance.

You will participate in needs assessments, explain basic financial products, and help prepare financial plans under supervision. This role offers mentorship and a pathway to professional licenses in a collaborative Banking & Finance environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related discipline.
• Excellent interpersonal and communication skills, with a friendly and approachable demeanor.
• Basic understanding of financial principles and investment concepts.
• Ability to work in a team and independently when required.
• Customer-centric approach with a passion for helping people.
• Willingness to undergo licensing and certifications.
• Proficiency in MS Office applications.

Responsibilities

• Assist senior financial advisors in client meetings and portfolio reviews.
• Conduct initial client needs assessments and collect financial data.
• Explain basic financial products and services to clients.
• Help prepare financial plans and investment recommendations under supervision.
• Follow up with clients to ensure satisfaction and address needs.
• Maintain accurate client records and ensure regulatory compliance.
• Support branch marketing and client acquisition efforts.
• Continuously learn about financial markets and planning strategies.

Skills

Communication skills

Teamwork

Attention to detail

Education

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

Tools

MS Office

Job description

About the Role

Our client is looking for an enthusiastic and client-focused Junior Financial Advisor to join their growing team in Tembisa, Gauteng . This entry-level position is designed for individuals passionate about personal finance and eager to build a successful career in the Banking & Finance industry. You will be responsible for assisting senior advisors, building rapport with clients, and providing initial financial guidance. The role requires strong communication skills and a genuine desire to help individuals achieve their financial goals. Working within our client's established branch in Tembisa , you will gain invaluable hands-on experience and mentorship. This is a fantastic opportunity for someone looking to start their career in a supportive and professional environment, contributing directly to client success and the firm's reputation in Gauteng .

Key Responsibilities

• Assist senior financial advisors in client meetings and portfolio reviews.
• Conduct initial client needs assessments and gather relevant financial information.
• Explain basic financial products and services to prospective and existing clients.
• Help prepare financial plans and investment recommendations under supervision.
• Follow up with clients to ensure satisfaction and address any emerging needs.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Support marketing and client acquisition efforts of the branch.
• Continuously learn about financial markets, investment products, and financial planning strategies.

Requirements

• A relevant Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• Excellent interpersonal and communication skills, with a friendly and approachable demeanor.
• Strong organizational abilities and attention to detail.
• Basic understanding of financial principles and investment concepts.
• Ability to work effectively in a team and independently when required.
• Customer-centric approach with a passion for helping people.
• Willingness to undergo necessary licensing and certification as required by the industry.
• Proficiency in basic computer applications, including MS Office suite.

Benefits

• This position offers a competitive starting salary with performance-based incentives. Our client provides comprehensive training and development programs, including support for professional certifications.
• Employees are eligible for a basic medical aid plan and a provident fund.
• This role is based in our client's well-equipped office in Tembisa , offering a stable and professional working environment.
• You will be part of a dedicated team focused on delivering exceptional client service within the Banking & Finance sector.