Junior Financial Advisor — Growth-Driven Planner

Old Mutual Finance; South Africa; On-site; ZAR 180,000 - 290,000; Full time

Job summary

Old Mutual Finance in Vereeniging, Gauteng, seeks a Junior Financial Advisor to support senior advisors in creating tailored financial plans for clients. You will analyze client needs, collect information, and present suitable investment and retirement solutions while maintaining compliant records.

The ideal candidate holds a finance-related degree and is willing to pursue relevant industry certifications, with a strong interest in finance and client-centric service.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Relevant industry certifications or willingness to pursue them (e.g., RE5, CFP).
• Strong understanding of financial planning.

Responsibilities

• Assist senior advisors in developing comprehensive financial plans for clients.
• Conduct client needs analysis and gather relevant financial information.
• Research and present suitable investment, insurance, and retirement solutions.
• Provide ongoing support and communication to clients regarding their financial plans.
• Maintain accurate client records and ensure compliance with industry regulations.
• Support business development efforts by identifying potential new client opportunities.

Skills

Interpersonal skills

Finance interest

Ethical advice

Client-centric

Education

Finance degree

Economics degree

Business Administration degree

Job description

Old Mutual Finance in Vereeniging, Gauteng, seeks a Junior Financial Advisor to support senior advisors in creating tailored financial plans for clients. You will analyze client needs, collect information, and present suitable investment and retirement solutions while maintaining compliant records.

The ideal candidate holds a finance-related degree and is willing to pursue relevant industry certifications, with a strong interest in finance and client-centric service.