Junior Financial Advisor: Investment Planning

Hire Resolve; Durban; On-site; ZAR 260,000 - 480,000; Full time

Job summary

A leading financial services firm is seeking a Junior Financial Advisor to assist clients in managing their wealth. The role entails extensive collaboration with advisors to create financial plans and drafting advice documents. Candidates should have at least 3 years of relevant experience, strong interpersonal and analytical skills, and familiarity with compliance in financial services. This position is based in Durban and offers a competitive salary, ideal for those ready to advance their career in financial advisory.

Qualifications

• At least 3 years working experience at a CAT I FSP in relevant sectors.
• Strong knowledge of financial advice related to investment solutions.
• Professionalism and strong teamwork focus.

Responsibilities

• Research financial advice matters for client reports.
• Draft Records of Advice documents with guidance.
• Assist in compliance duties for the practice.
• Manage client review processes alongside advisors.
• Check policy schedules for accuracy.
• Liaise effectively with clients and team members.
• Assist in preparation of financial plans.
• Conduct research and gather financial data.

Skills

Financial advice knowledge

Interpersonal skills

Research skills

Analytical skills

Time management

Understanding of compliance rules

Education

Matric certificate

Progress toward certifications (e.g: PGDip Financial Planning, CFP®)

Tools

Microsoft Office (Excel, Word, Outlook)

Financial planning software CRM (like AtWork, EliteWealth, Xplan)

Job description

A leading financial services firm is seeking a Junior Financial Advisor to assist clients in managing their wealth. The role entails extensive collaboration with advisors to create financial plans and drafting advice documents. Candidates should have at least 3 years of relevant experience, strong interpersonal and analytical skills, and familiarity with compliance in financial services. This position is based in Durban and offers a competitive salary, ideal for those ready to advance their career in financial advisory.