Junior Financial Advisor — Path to Senior Planner

The Recruitment Council; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A top-tier financial planning practice is seeking a highly competent Junior Financial Advisor to manage a dedicated client portfolio. This role offers mentorship towards becoming a Senior Financial Planner, requiring a Certified Financial Planner® designation and minimum 2 years of client-facing experience. Candidates must also have a commitment to professional development and knowledge of compliance regulations in South Africa.

Qualifications

• Minimum 2 years client-facing experience in financial services.
• Demonstrable previous paraplanning experience in a financial planning environment.
• Commitment to continuous professional development.

Responsibilities

• Manage and grow a dedicated portfolio of clients.
• Prepare and deliver holistic financial plans.
• Ensure compliance with regulatory requirements.

Skills

Client Portfolio Management

Financial Planning

Compliance Knowledge

Relationship Building

Education

Certified Financial Planner® (CFP®)

Postgraduate Diploma in Financial Planning (NQF 8)

Essential Regulatory Examinations (RE5)

Tools

Xplan

Xtools

Asset Map

Job description

A top-tier financial planning practice is seeking a highly competent Junior Financial Advisor to manage a dedicated client portfolio. This role offers mentorship towards becoming a Senior Financial Planner, requiring a Certified Financial Planner® designation and minimum 2 years of client-facing experience. Candidates must also have a commitment to professional development and knowledge of compliance regulations in South Africa.