Junior Financial Advisor

5 months ago


Pretoria, South Africa RPO Recruitment Full time

Our client, who offers clients a range of investment solutions to accommodate their unique risk and return objectives, is currently seeking a Junior Financial Advisor to join their team in Pretoria. As a Junior Financial Advisor, you will have the opportunity to assist our senior financial advisors in providing financial guidance to our clients and making recommendations on how to best manage their money.

**Responsibilities**:

- Assist senior financial advisors in assessing clients’ overall financial picture
- Research available products and services in the marketplace
- Identify clients’ needs and help develop financial plans
- Provide support during client meetings and presentations
- Prepare financial reports and documents
- Stay updated on industry trends and market research

**Requirements**:

- Bachelor’s degree in Finance or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work as part of a team
- Proficiency in financial modeling and data analysis
- Knowledge of investment options and financial products
- Experience with financial planning software is a plus
- Ability to learn quickly and adapt to new technologies

**Benefits**:

- Our client is offering a highly competitive salary for this role based on experience.

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.


  • Finacial Advisor

    6 months ago


    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Financial Advisor

    2 months ago


    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...


  • Pretoria, South Africa The Recruitment Council Full time

    This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...

  • Financial Advisor

    6 months ago


    Pretoria, South Africa Envestpro Full time

    **Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...

  • Financial Advisor

    6 months ago


    Pretoria, South Africa IWCP Resolute Full time

    **Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...


  • Pretoria, South Africa Jobted ZA C2 Full time

    Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: - Assist Financial Advisors in preparing and reviewing financial plans - Create and...

  • Financial Advisor

    2 months ago


    Pretoria, South Africa Jobted ZA C2 Full time

    Overview Hire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients. Responsibilities: - Develop and manage a portfolio of clients, offering comprehensive financial planning...


  • Pretoria, Gauteng, South Africa beBee Professionals Full time

    Job Title: Corporate Financial AdvisorWe are seeking a highly skilled Corporate Financial Advisor to join our team at beBee Professionals in Pretoria. The successful candidate will be responsible for providing financial advice and services to our clients, ensuring compliance with applicable laws and regulations.Key Responsibilities: Providing financial...

  • Financial Advisor

    6 months ago


    Pretoria, South Africa Discovery Full time

    **_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...


  • Pretoria, South Africa Status Asset Management Full time

    **Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...


  • Pretoria, Gauteng, South Africa Rory Mackie & Associates Full time

    Job Title: Senior Financial AdvisorAt Rory Mackie & Associates, we are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.Key...

  • Junior Legal Advisor

    6 months ago


    Pretoria, South Africa RPO Recruitment Full time

    RPO Recruitment's client is a leading real estate development company, specializing in residential and commercial properties. They are currently seeking a Junior Legal Advisor to join their team in the real estate industry. As a Junior Legal Advisor, you will be responsible for providing legal support and advice to the company regarding real estate...


  • Pretoria, South Africa Old Mutual Full time

    Aspiring Financial Advisor Your time is now to be your exceptional best at Old Mutual! Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their...


  • Pretoria, South Africa Liberty Standard Bank Group Full time

    Liberty is Recruiting Financial/Wealth Advisor Love Sales Love the Financial Service Industry, this career is for you Liberty is an industry leader within the financial service industry. We are looking to recruit sales executives to be trained and become Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to...


  • Pretoria, South Africa Status Asset Management Full time

    Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...


  • Pretoria, Gauteng, South Africa People Dimension Full time

    Key Responsibilities:As a Financial Services Advisor, you will be responsible for providing expert financial guidance to our clients. Your primary goal will be to ensure that our clients achieve their financial objectives.Requirements:A BCom degree in Accounting or a related fieldFluent proficiency in Afrikaans and EnglishPackage and Remuneration:R 15 000...


  • Pretoria, South Africa ARCS Full time

    Must Have: - Matric - NQF 5 - Drivers license - Own vehicle - Clear MIE (they do their own MIE checks) - DOFA (RE5) - Laptop - Cellphone Kindly note that Financial Advisors will work on commission. 1 Month of training will be provisioned prior to start date.

  • Financial Advisor

    6 months ago


    Pretoria, South Africa HeadHunters Full time

    **Reference** - PE002189/RW**Location** - Gauteng, Tshwane (Pretoria)**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry is looking to employ a Financial Advisor (Risk Products) for the Gauteng region (Johannesburg and Pretoria).** **To provide and implement advice in respect of...


  • Pretoria, Gauteng, South Africa EQ-FIN Full time

    We are seeking a talented Financial Advisor to join our team at EQ-FIN, one of Liberty's top-producing franchises. As a Financial Advisor, you will be responsible for securing pre-qualified appointments with potential clients using our unique leads generation business process.About UsAt EQ-FIN, we pride ourselves on offering a bespoke value proposition...

  • Financial Advisor

    6 months ago


    Pretoria, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...