Junior Financial Planner

ARCS; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

ARCS in Johannesburg seeks a finance-focused professional to identify and acquire clients, build lasting relationships, and provide ongoing financial planning within FAIS guidelines.

The role requires a BCom in Finance, RE5 completion, and strong interpersonal and client-service skills. You will work independently and as part of a team, driving business development while maintaining accurate client records and staying updated on regulations.

Qualifications

• BCom Degree in Finance or related field.
• RE5 completion as required under FAIS legislation.
• Excellent interpersonal and communication skills.
• Strong client-service orientation.
• Good organisational and time-management skills.
• Ability to work independently as well as within a team.
• A proactive approach to business development and client engagement.

Responsibilities

• Identify and acquire new clients through networking, referrals and business development activities.
• Build and maintain strong relationships with prospective and existing clients.
• Provide ongoing financial advice and support to an allocated client portfolio.
• Conduct client needs analyses and develop tailored financial plans.
• Present appropriate financial solutions based on clients' needs and circumstances.
• Maintain accurate and up-to-date client records.
• Ensure all client interactions and advice comply with FAIS requirements and applicable financial sector legislation.
• Remain informed of changes to financial regulations, legislation and financial products.
• Deliver a consistently high standard of professional and ethical client service.

Skills

Interpersonal skills

Client-service orientation

Organisational skills

Time management

Independence

Teamwork

Proactive business development

Education

BCom Degree in Finance

Job description

Key Responsibilities

• Identify and acquire new clients through networking, referrals and business development activities.
• Build and maintain strong relationships with prospective and existing clients.
• Provide ongoing financial advice and support to an allocated client portfolio.
• Conduct client needs analyses and develop tailored financial plans.
• Present appropriate financial solutions based on clients' needs and circumstances.
• Maintain accurate and up-to-date client records.
• Ensure all client interactions and advice comply with FAIS requirements and applicable financial sector legislation.
• Remain informed of changes to financial regulations, legislation and financial products.
• Deliver a consistently high standard of professional and ethical client service.

Minimum Requirements

• BCom Degree in Finance or a related field.
• Successful completion of RE5 as required under FAIS legislation.
• Excellent interpersonal and communication skills.
• Strong client-service orientation.
• Good organisational and time-management skills.
• Ability to work independently as well as effectively within a team.
• A proactive approach to business development and client engagement.