Junior Financial Advisor | Faerie Glen

The Recruitment Council; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial planning firm in Johannesburg is seeking a Junior Financial Advisor. You will manage client portfolios, prepare holistic financial plans, and ensure compliance with regulations. The ideal candidate has a CFP® designation and 2 years of experience in financial services. This role offers a pathway to becoming a Senior Financial Planner with dedicated mentorship.

Qualifications

• Minimum 2 years’ client-facing experience in financial services.
• Demonstrable previous paraplanning experience in a financial planning environment.
• Commitment to continuous professional development (CPD).

Responsibilities

• Manage and grow a dedicated portfolio of clients.
• Prepare and deliver holistic financial plans and advice agreements.
• Ensure complete compliance with all regulatory requirements.

Skills

Client management

Financial planning

Relationship building

Technical excellence

Education

Certified Financial Planner® (CFP®)

Postgraduate Diploma in Financial Planning (NQF 8)

Essential Regulatory Examinations (RE5)

Tools

Xplan

Xtools

Asset Map

Job description

SUMMARY :

Junior Financial Advisor | Faerie Glen

POSITION INFO

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.

Responsibilities

1. Client Portfolio Ownership

• Manage & Grow : Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
• Advisory Leadership : Lead client meetings (with guidance where required) and present tailored financial planning solutions.
• Relationship Building : Build long-term client relationships through proactive communication and responsive service.

2. Holistic Financial Planning & Delivery

• Comprehensive Advice : Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
• Technical Excellence : Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
• Compliance : Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.

Qualifications and Experience

• Certified Financial Planner® (CFP®) designation.
• Postgraduate Diploma in Financial Planning (NQF 8).
• Essential Regulatory Examinations (RE5) completed.

Experience

• Minimum 2 years’ client-facing experience in financial services.
• Demonstrable previous paraplanning experience in a financial planning environment.

Growth Mindset

• A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.