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Junior Financial Advisor
Job in
Klerksdorp, 2571, South Africa
Listed on 2026-09-12
Listing for:
Placements24
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
About the Role
Our client is seeking an enthusiastic and driven Junior Financial Advisor to join their team in Klerksdorp, offering a hybrid work arrangement. This role is designed for an individual eager to build a career in financial planning and wealth management, providing essential support to senior advisors and directly assisting clients. You will gain hands‑on experience in client consultations, financial plan development, and investment analysis.
This position offers a fantastic opportunity to learn from experienced professionals and develop your skills in a supportive, hybrid environment, contributing to client financial success.
- Assist senior advisors in developing and presenting comprehensive financial plans to clients.
- Conduct client needs analysis and gather relevant financial information for planning purposes.
- Research and recommend suitable investment products and strategies based on client goals and risk tolerance.
- Prepare financial reports, portfolio reviews, and other client-facing materials.
- Provide administrative support to the advisory team, including scheduling appointments and managing client records.
- Stay updated on market trends, financial regulations, and new financial products.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Completion of or progress towards industry certifications such as CFP (Certified Financial Planner) is a plus.
- 0-2 years of experience in the financial services industry or a related client-facing role.
- Strong interpersonal and communication skills, with a client‑centric approach.
- Basic understanding of investment principles, financial markets, and financial planning concepts.
- Proficiency in Microsoft Office Suite and eagerness to learn financial planning software.
- Competitive base salary with performance‑based commission opportunities.
- Hybrid work model allowing for flexible work arrangements.
- Comprehensive training and mentorship programs.
- Health, dental, and vision insurance.
- Opportunities for career progression and advanced certifications.
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