Description:
Job Description: Junior Financial Advisor
Are you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fast-growing financial advisory firm that works with high-net-worth individuals, businesses, and trusts.
Location: Bedfordview, Johannesburg)
Salary: R30,000 per month (fixed salary) + performance-based bonuses
Role Overview:
As a Junior Financial Advisor, you will assist senior advisors in delivering top-tier financial strategies and advice to clients. Youll be involved in goal-oriented financial planning, investment management, and long-term strategies while receiving continuous training and mentorship to develop your expertise. The role offers ample opportunities for growth, both locally and internationally, as you gain exposure to sophisticated clients and complex financial planning.
Key Responsibilities:
Support senior advisors in developing tailored investment, retirement, and estate planning strategies.
Assist with preparing financial plans, conducting research, and preparing reports.
Stay updated on market trends, financial products, and legislation.
Participate in client meetings and contribute to long-term relationship management.
Engage in ongoing professional development through training and strategy sessions.
Help build and maintain strong client relationships by delivering high-quality, compliant financial advice.
Minimum Qualifications & Skills:
Certified Financial Planner (CFP®) or currently working towards the certification.
Minimum of 13 years of experience in finan