Junior Financial Advisor: Mentored Growth & Certifications

Placements24; Soweto; In loco; ZAR 180.000 - 280.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Medical aid

Retirement benefits

Mentorship program

Certifications (RE5, FAIS)

Descrizione del lavoro

Placements24 is seeking a junior financial advisor in Soweto to start a career in client advisory services. You will work with senior advisors to learn financial planning, investment products, and the fundamentals of building client relationships.

This entry-level role emphasizes hands-on training, mentorship, and the opportunity to grow toward professional certifications while supporting day-to-day client servicing in a dynamic financial services environment.

Competenze

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Entry-level; internship or related experience is a plus.
• Strong interest in personal finance and investments.
• Excellent communication and customer service skills.
• Excel proficiency and MS Office skills.

Mansioni

• Assist senior financial advisors in preparing financial plans and investment recommendations.
• Conduct client needs assessments and gather financial information.
• Support client servicing activities, including answering inquiries and scheduling meetings.
• Learn and stay updated on financial products, market trends, and regulatory requirements.
• Help manage client relationships under the guidance of senior advisors.
• Administrative tasks supporting the financial advisory team.

Conoscenze

Communication skills

Interpersonal skills

Customer service

Excel

MS Office

Formazione

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

Strumenti

MS Office

MS Excel

Descrizione del lavoro

Placements24 is seeking a junior financial advisor in Soweto to start a career in client advisory services. You will work with senior advisors to learn financial planning, investment products, and the fundamentals of building client relationships.

This entry-level role emphasizes hands-on training, mentorship, and the opportunity to grow toward professional certifications while supporting day-to-day client servicing in a dynamic financial services environment.