Junior Financial Advisor

A leading investment-led financial planning business is looking for an experienced Junior Financial Advisor with strong knowledge of financial advice relating to investment solutions to join their team in Durban. This is an exciting opportunity for a professional to drive growth by assisting senior advisors in preparing financial plans and investment strategies for clients, conducting client research, and gathering financial data to support planning and recommendations. If you have a keen interest and proven passion for people, financial planning, investments, and client service, we want to hear from you!

Responsibilities:

• Researching advice-related matters with financial advisors to be utilized in client reports and records of advice.
• Working closely with financial advisors and administration managers to draft Records of Advice documents.
• Assisting with compliance duties on behalf of the practice.
• Assisting in managing the client review process for financial advisors.
• Checking the accuracy of policy schedules and other reports prepared by the administration team.
• Liaising with financial advisors, service providers, clients, and team members as and when required.
• Assisting with research, investigations, information gathering, and setting up advice and administration processes for the business.
• Assisting senior advisors in preparing financial plans and investment strategies for clients.
• Conducting client research and gathering financial data to support planning and recommendations.
• Assisting with client meetings and allocating follow-up tasks.
• Staying current on financial products, market trends, and regulatory updates.
• Participating in training and development activities to enhance financial advisory knowledge.

Requirements:

• Progress toward relevant industry certifications (e.g., PGDip Financial Planning, CFP®).
• At least 3 years working experience at a CAT I FSP - investments, long term insurance, employee benefits, medical aid and gap cover.
• Strong knowledge of financial advice relating to investment solutions.
• A keen interest and proven passion for people, financial planning, investments, and client service.
• An understanding of the Financial Services Industry ecosystem, FAIS and FICA legislation.
• Strong computer and IT skills, especially high competence in Microsoft Office (Excel, Word, Outlook) and a reputable financial planning software CRM system (like AtWork, EliteWealth, Xplan).

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on [email protected] or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.