Junior Financial Advisor

**PURPOSE OF JOB**

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 administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.

**QUALIFICATION and EXPERIENCE**

**Academic/Qualification (minimum requirements)**
- Certified Financial Planner designation or in the process of acquiring
- Post graduate diploma in financial planning with board exam or in the process of acquiring it
- RE exams (ER completed)
- Class of business and product training (ER completed)
- CPD points - continuous and registration FPI
- All regulatory and legislative training (ER completed but also continuous as with advisors)
- Active engagement/attendance of all internal training
- Pro-active self-study of all training/information/practice notes
- Identifying and facilitating any personal development and or “soft skills” required

**Experience**
- Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration
- Shared responsibility between supervisor and supervisee (please also refer to supervision agreement)
- Building trusting relationships with new and prospective clients
- Strategic involvement and suggestions required to grow the business and setting of new benchmarks for the delivery of services to the existing client base.
- Identify new clients for Citadel and accepting a source target in the business.
- Initiate further referrals from existing clients
- Ensure constant business development - attract new business, leads and top ups from existing clients.
- Provide a financial roadmap and investment solution
- Manage clients wealth by effective advice and change implementation
- Initiate prospecting events to support business inflows by building quality relationships
- Attend bi-annual client meetings with clients

**Salary**: From R30,000.00 per month

Ability to commute/relocate:

- Claremont, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Diploma (required)