Junior Financial Planner: Build a Long-Term Advisory Career

ACG Growth Partners™; Sandton; On-site; ZAR 152,000 - 182,000; Full time

Job summary

ACG Growth Partners™ invites applications for a Junior Financial Planner based in Bryanston, Sandton, Gauteng. This permanent role offers a structured path for a developing adviser to build a long-term career in independent financial planning, with direct client-facing duties.

You will handle new business development and client servicing, conduct needs analyses, and present investment and planning solutions while complying with FAIS and South African legislation.

Qualifications

• BCom in Finance or related field is required.
• Successful completion of the RE5 examination as required by FAIS.
• Excellent interpersonal and communication skills with a client-focused approach.
• Strong organisational skills and time management.
• Ability to work independently while contributing within a team.

Responsibilities

• Identify and acquire new clients through networking and referrals.
• Maintain and service an allocated client portfolio with ongoing advice.
• Conduct detailed needs analyses of client goals and planning priorities.
• Develop tailored financial plans and present investment and planning solutions.
• Provide ongoing advice, follow-up discussions and reviews.
• Maintain accurate and compliant client records per FAIS requirements.
• Stay current with legislation and market developments.
• Collaborate with internal teams to ensure a seamless client experience.

Skills

Client relationship management

Business development

Needs analysis

Attention to detail

Regulatory compliance

Education

BCom in Finance or related field

RE5 examination

Job description

ACG Growth Partners™ invites applications for a Junior Financial Planner based in Bryanston, Sandton, Gauteng. This permanent role offers a structured path for a developing adviser to build a long-term career in independent financial planning, with direct client-facing duties.

You will handle new business development and client servicing, conduct needs analyses, and present investment and planning solutions while complying with FAIS and South African legislation.