Financial Services Professional

1 month ago


Johannesburg, Gauteng, South Africa Rory Mackie & Associates Full time
Junior Financial Advisor

At Rory Mackie & Associates, we are seeking a dynamic and energetic Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will provide support to senior advisors, allowing them to focus on advising clients. This role offers a unique opportunity to develop your skills and expertise, with the potential to move up to advising clients based on performance, experience, and expertise.

Key Responsibilities:
  • Assist senior advisors in providing financial advice to clients, conducting analysis of client financial affairs, and developing financial plans.
  • Conduct annual financial reviews with clients and maintain close relationships with Private Bankers.
  • Ensure credibility with clients and Private Bankers through effective service delivery.
  • Assist with the sales and marketing of Investec Life product range and provide technical support to clients.
  • Operate within the Private Bank business strategies and Investec's brand guidelines.
Requirements:
  • Understanding of long-term insurance business and financial markets.
  • Knowledge of and experience with financial planning processes.
  • Client service orientated and excellent interpersonal skills.
  • Ability to organise and prioritise, work under pressure, and be a team player.
  • Initiative and tenacity, with the ability to close deals.
  • Relevant tertiary qualification or CFP preferred.


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