Junior Financial Advisor – East London

The Recruitment Council; East London; On-site; ZAR 240 000 - 300 000; Full time

Job summary

A leading Asset Management firm is seeking a Junior Financial Advisor to assist in managing client wealth and ensuring compliance with financial regulations. This role involves building relationships with clients, contributing to business development, and providing financial solutions. Ideal candidates will be pursuing or hold a Certified Financial Planner designation and possess strong analytical and interpersonal skills.

Qualifications

• Pro-active self-study of all training and information.
• Identifying and facilitating personal development required.
• Engagement in all regulatory and legislative training.

Responsibilities

• Assist advisory partners with documentation and compliance.
• Manage clients' wealth through effective advice and change implementation.
• Identify new clients and initiate new business development.

Skills

Aptitude for figures

Writing skills

Influencing skills

Conceptual thinking skills

Interpersonal understanding

Good presentation skills

Effective stress management

Strong communication skills

Education

Certified Financial Planner designation or in the process

Post graduate diploma in financial planning

RE exams

Class of business and product training

Continuous professional development points

Job description

This leading Asset Manager is looking for a Junior Financial Advisor to join their team.

You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients.

Ensuring a good knowledge of the administrative systems to secure new business.

Be flexible to interact with various high-profile clients spread across the demographics of South Africa.

Tap into networks and create leads and potential clients.

Key Relations

Regional Head and All Advisors / Assistants within region / office External clients

Qualifications

Certified Financial Planner designation or in the process of acquiring Post graduate diploma in financial planning with board exam or in the process of acquiring it RE exams Class of business and product training CPD points – continuous and registration FPI All regulatory and legislative training Active engagement / attendance of all internal training Pro‑active self‑study of all training / information / practice notes Identifying and facilitating any personal development and or "soft skills" required

Experience

Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration Shared responsibility between supervisor and supervisee

Competencies

Aptitude for figures Writing skills Influencing skills Conceptual thinking skills Interpersonal understanding Good presentation skills Effective stress management Multi‑focused – Planning and Management Output driven mindset with strong communication skills

Knowledge

General knowledge of financial markets Knowledge of insurance and investment products Thorough understanding and knowledge of global economy, financial and investment markets Knowledge on investment and financial planning Good technical knowledge on related subjects such as Tax, estate planning, retirement planning, Forex, and interest rates

Personal Characteristics

Client and service-oriented Affable character Integrity Adaptable and flexible to change Detail‑oriented Effective interaction abilities Quick thinker Mature Confident Well presented Sensitivity to the clients High sense of duty and loyalty Wide range of interests Self‑starter High levels of accountability

KPA / Strategic Business Deliverables

Administration : High level of understanding of the administrative requirements in the business pertaining to documentation, mandates, processes, systems, products, instructions, and service providers.

Client intimacy while working under supervision : Building trusting relationships with new and prospective clients Strategic involvement and suggestions required to grow the business and set new benchmarks for the delivery of services to the existing client base.

Identify new clients for the company and accepting a source target in the business.

Initiate further referrals from existing clients Ensure constant business development – attract new business, leads, and top‑ups from existing clients.

Provide a financial roadmap and investment solution Manage clients' wealth by effective advice and change implementation Initiate prospecting events to support business inflows by building quality relationships Attend bi‑annual client meetings with clients Personal Development : Keep abreast of changes by attending training and networking conventions Submission of supervision reports if applicable Practice Management while working under supervision : Management of business practice management within the company, management of stats, assistant, inflows, FICA, and FAIS, and internal relationships.