Junior Financial Advisor - Client Relations

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

Benefits offered by this job

Basic medical aid

Provident fund

Professional certifications support

Training program

Job summary

Placements24 is sourcing a Junior Financial Advisor for a growing Gauteng branch. The role focuses on assisting senior advisors, building client relationships, and delivering initial financial guidance in personal finance.

The position offers hands-on training, mentorship, and exposure to banking and finance products. Licensing and certifications are pursued as part of career development in a supportive environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• Strong communication and interpersonal skills.
• Ability to work in a team and independently as required.
• Basic understanding of financial principles and investment concepts.
• Willingness to obtain necessary licensing and certifications.

Responsibilities

• Assist senior financial advisors in client meetings and portfolio reviews.
• Conduct initial client needs assessments and gather financial information.
• 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 investment products.

Skills

Interpersonal skills

Communication

Organizational skills

MS Office

Teamwork

Education

Bachelor's degree in Finance, Economics, Business Administration

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.