Junior Financial Advisor
5 months ago
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.
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