Are you a highly driven and dedicated Financial Advisor looking to take the next step in your career? Join our well-established wealth management company providing exceptional services to high-net-worth individuals. This is not just another job—it’s a key role in our succession plan, offering an exciting opportunity for an ambitious individual ready to grow with us.

Our client is looking to employ a Junior Financial Advisor

POSITION

Junior Financial Adviser

LOCATION

Mowbray

SALARY

R-Market Related

RESPONSIBILITIES

Collaborate with the Certified Financial Planner to prepare detailed financial plans / reports
Conduct thorough research and analysis to support financial strategies /recommendations.
Assist in preparing client presentations and participating in review meetings.
Maintain up-to-date knowledge of financial products, market trends /regulatory requirements.
Ensure all client documentation is accurate / compliant with industry standards
Provide exceptional support to clients

Requirements:

Fluent in both English and Afrikaans
A Postgraduate Diploma in Financial Planning or a CFP designation or related Qualification
3 years Financial Adviser experience within Wealth Management environment
Strong computer literacy on MS Office.
Excellent organizational skills / attention to detail.
Strong analytical thinking and basic financial acumen.
Exceptional record-keeping abilities.