Financial Services Professional

4 weeks ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
Job Title: Financial Services Professional

Estimated Salary: R250,000 - R400,000 per annum.

At The Recruitment Council, we are seeking a highly skilled Financial Services Professional to join our team. As a Junior Financial Advisor, you will play a pivotal role in supporting advisory partners with documentation and compliance requirements for both existing and new clients.

About the Role:
  • You will 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.
Key Responsibilities:
  • 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.
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.
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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