Junior Financial Advisor: Hybrid Role with Mentorship

Placements24; LegKraal Gate; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Medical aid contributions

Hybrid work arrangement

Mentorship and training programs

Job summary

Placements24 is seeking a Junior Financial Advisor to join a fast-growing financial advisory firm in Mahikeng, North West, South Africa. This entry-level role offers comprehensive training and exposure to client servicing, financial planning analysis, and administrative support under senior advisors.

You will assist with preparing financial plans, researching investments, and supporting client meetings while developing professional credentials and a pathway to future growth in the financial

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Strong interest in personal finance and investment management.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Responsibilities

• Assist senior advisors in preparing financial plans and investment recommendations.
• Research investment products, market trends, and economic conditions.
• Support client meetings with agendas and notes.
• Help manage client portfolios and track performance.
• Ensure compliance with regulatory requirements and company policies.
• Assist onboarding of new clients and data gathering.

Skills

Analytical thinking

Client-focused communication

Microsoft Office proficiency

Detail-oriented

Education

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

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a Junior Financial Advisor to join a fast-growing financial advisory firm in Mahikeng, North West, South Africa. This entry-level role offers comprehensive training and exposure to client servicing, financial planning analysis, and administrative support under senior advisors.

You will assist with preparing financial plans, researching investments, and supporting client meetings while developing professional credentials and a pathway to future growth in the financial