Junior Financial Advisor | Faerie Glen
2 weeks ago
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.Responsibilities:1. Client Portfolio OwnershipManage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.Relationship Building: Build long-term client relationships through proactive communication and responsive service.2. Holistic Financial Planning & DeliveryComprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.Qualifications and Experience:Certified Financial Planner® (CFP®) designation.Postgraduate Diploma in Financial Planning (NQF 8).Essential Regulatory Examinations (RE5) completed.Experience:Minimum 2 years client-facing experience in financial services.Demonstrable previous paraplanning experience in a financial planning environment.Growth Mindset: A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.
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Junior Financial Advisor | Faerie Glen
3 weeks ago
Johannesburg, South Africa Job Placements Full timeAre you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking...
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Junior Financial Advisor
2 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeJunior Financial Advisor - Johannesburg Are you a highly motivated and aspiring Junior Financial Advisor looking to kick-start your career in wealth management? Do you have a passion for financial planning and a commitment to helping clients achieve their goals? Our client, a leading firm in the financial sector, is looking for a talented individual to join...
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Financial Advisor
1 week ago
Johannesburg, South Africa Innoradix Financial Planning Full timeFinancial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...
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Financial Advisor
2 weeks ago
Johannesburg Metropolitan Area, South Africa NM Financial Full time R900 000 - R1 200 000 per yearCompany DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time hybrid role for a Financial Advisor located in the Johannesburg Metropolitan Area. The Financial Advisor will perform a variety of daily tasks such as providing clients with advice on financial planning, investment strategies, and retirement planning. In addition, the...
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Junior Financial Advisor
6 days ago
Johannesburg, South Africa Impact Consulting Services Full timeJunior Financial Advisors **Pretoria, Sandton, Durban, Cape Town** **(5 positions, no inter-province travelling)** R 30 000 per month Contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the...
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Senior Financial Advisor
2 weeks ago
Johannesburg, South Africa Momentum Financial Planning Full timeTalent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum, the role of the financial adviser goes beyond offering advice. It's about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your...
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Junior Business Advisor
3 days ago
Johannesburg, South Africa Watershed Consulting Full time**Job Requirements**: - **Degree (preferably in Business Management, Finance/Accounting) Sales & Marketing Qualifications**: - **Minimum 5 years business development marketing and sales experience**: - Previous work experience in a similar role would be advantageous - Experience in starting / running own business preferable - Experience in ESD and...
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Johannesburg, South Africa The Recruitment Council Full timeAre you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your...
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Experienced Financial Advisor
3 weeks ago
Johannesburg, South Africa Succession Financial Planning Full timeNational Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...
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Junior Financial Advisor
7 hours ago
Johannesburg, South Africa SavageOne Pty Ltd Full timeWe are seeking a motivated and skilled Financial Advisor to join our team and help clients achieve their financial goals. In this role, you will provide sound financial guidance and offer tailored solutions to individuals and businesses. The ideal candidate has a client-focused mindset, excellent interpersonal skills, and a passion for building lasting...