Junior Financial Advisor: Training & Mentorship in Kimberley

Placements24; Noord-Kaap; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Job summary

Placements24 seeks a junior financial advisor in Kimberley to start a career in personal finance under the guidance of senior advisors. You will learn about investment planning, retirement strategies, and risk management while building your own client base.

The role offers comprehensive training and mentorship, with a clear path in the banking and finance sector and ongoing professional development in Kimberley.

Qualifications

• Bachelor's degree in finance/economics/related field.
• Eligible to obtain RE 5/NQF 5 Wealth Management within timeframe.
• Strong interest in personal finance and financial planning.

Responsibilities

• Assist senior financial advisors in developing financial plans for clients.
• Conduct client needs analysis and gather financial information.
• Research and recommend suitable investment products and strategies based on client profiles.
• Support client relationship management and communication.
• Process new business applications and ensure accurate documentation.
• Stay informed about financial market trends, economic conditions, and regulatory changes.
• Participate in client meetings and presentations under supervision.
• Help prepare financial reports and portfolio performance reviews.
• Adhere to all company policies and regulatory compliance standards.

Skills

Client needs analysis

Communication

Research and analysis

Regulatory awareness

Teamwork

Proactive learning

Education

Bachelor's degree in Finance/Economics/Business

RE 5 / NQF 5 Wealth Management

Tools

Microsoft Office

Job description

Placements24 seeks a junior financial advisor in Kimberley to start a career in personal finance under the guidance of senior advisors. You will learn about investment planning, retirement strategies, and risk management while building your own client base.

The role offers comprehensive training and mentorship, with a clear path in the banking and finance sector and ongoing professional development in Kimberley.