Junior Financial Advisor Opportunity - Woodmead

Iwcp : Insurance & Wealth Creation Professionals; Johannesburg; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Junior Financial Advisor to provide expert financial guidance to clients in navigating complex financial markets. This role involves developing comprehensive financial plans, conducting analyses, and building strong client relationships. Ideal candidates will possess a professional degree in finance or related fields and demonstrate strong analytical and communication skills. With no prior experience required in financial planning, this is a fantastic opportunity for motivated individuals to kickstart their careers in a dynamic environment. Join a team dedicated to delivering exceptional client service and stay ahead of industry trends.

Qualifications

• No prior experience required in financial planning and wealth management.
• Proven track record of success in building and maintaining client relationships.

Responsibilities

• Developing and implementing comprehensive financial plans for clients.
• Conducting financial analyses and providing recommendations on investments.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Client Relationship Management

Education

Professional Degree in Financial Planning

Degree in Finance

Degree in Accounting

Degree in Law

Degree in Marketing

Tools

Financial Analysis Software

CRM Software

Job description

Job Title: Junior Financial Advisor Opportunity - Woodmead

Job Location: Gauteng, Johannesburg

Deadline: June 05, 2025

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Job Summary

• As a Junior Financial Advisor, you will provide expert financial guidance to our clients, helping them navigate complex financial markets and achieve their long-term goals. Your responsibilities include:
• Developing and implementing comprehensive financial plans for clients
• Conducting financial analyses and providing recommendations on investments, retirement planning, estate planning, and tax strategies
• Building and maintaining strong relationships with clients and referral sources
• Collaborating with our team of financial experts to deliver exceptional client service
• Staying up-to-date on industry trends, regulatory changes, and best practices

Requirements

• No prior experience required in financial planning and wealth management
• At least 1 year of experience in a corporate environment (non-negotiable)
• Professional degree in Financial Planning, Finance, Accounting, Law, or Marketing
• Proven track record of success in building and maintaining client relationships
• Strong analytical, communication, and problem-solving skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Own network is a must
• Reliable car and laptop
• Clean criminal record and clear credit history