Junior Financial Advisor

2 months ago

Cape Town, South Africa The Recruitment Council Full time

Job Title: Junior Financial Advisor

Reporting To: Regional Head

Purpose of the Job:

The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a solid understanding of administrative systems, enabling the secure acquisition of new business. The Junior Financial Advisor will engage with a diverse range of high-profile clients across South Africa and leverage their networks to create leads and develop potential clients.

Key Responsibilities:
  • Assist advisory partners with the preparation and organization of client documentation and compliance requirements.
  • Maintain a high level of understanding of administrative processes, including documentation, mandates, and service providers.
  • Build and nurture trusting relationships with new and prospective clients, working under the supervision of senior advisors.
  • Contribute to strategic discussions aimed at growing the business and enhancing service delivery benchmarks.
  • Identify new client opportunities for Citadel and actively seek referrals from existing clients.
  • Engage in continuous business development to attract new business and facilitate top-ups from existing clients.
  • Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes.
  • Organize and participate in prospecting events to build and maintain quality client relationships.
  • Attend bi-annual client meetings to ensure client satisfaction and retention.
Qualifications and Experience:
  • Certified Financial Planner designation or currently in the process of obtaining it.
  • Postgraduate diploma in financial planning with board exam completion or in progress.
  • Completion of regulatory exams (RE) and class of business training.
  • Active engagement in Continuous Professional Development (CPD) and attendance at internal training sessions.
  • Previous exposure to supervisory requirements related to Cat 1 and Cat 2 registration is advantageous.
Key Competencies:
  • Strong numerical aptitude and analytical skills.
  • Excellent writing and communication abilities.
  • Influencing and conceptual thinking skills.
  • High interpersonal understanding and effective presentation skills.
  • Ability to manage stress effectively and maintain a multi-focused approach.
  • Output-driven mindset with a commitment to achieving results.
Knowledge Requirements:
  • General understanding of financial markets, insurance, and investment products.
  • Thorough knowledge of the global economy and investment market dynamics.
  • Familiarity with investment and financial planning concepts.
  • Technical knowledge in areas such as tax, estate planning, retirement planning, Forex, and interest rates.
Personal Characteristics:
  • Client-focused and service-oriented with a high level of integrity.
  • Adaptable and flexible, with a keen eye for detail.
  • Quick thinker, mature, and confident in client interactions.
  • Well-presented with sensitivity to client needs and expectations.
  • A self-starter who demonstrates accountability and a commitment to professional development.
What We Offer:
  • A dynamic work environment with opportunities for personal and professional growth.
  • Ongoing training and support to enhance your skills and knowledge in the financial services industry.
  • The chance to work with a diverse clientele and make a significant impact on their financial futures.

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