Financial Planning Professional

5 days ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Role Overview:

As a Junior Financial Advisor with The Recruitment Council, you will be an integral part of a fast-growing financial advisory firm that serves high-net-worth individuals, businesses, and trusts. This exciting opportunity offers ample exposure to sophisticated clients and complex financial planning, allowing for significant career growth and advancement.

Key Responsibilities:

  • Support senior advisors in developing tailored investment, retirement, and estate planning strategies.
  • Assist with preparing financial plans, conducting research, and preparing reports.
  • Stay updated on market trends, financial products, and legislation.
  • Participate in client meetings and contribute to long-term relationship management.
  • Engage in ongoing professional development through training and strategy sessions.
  • Help build and maintain strong client relationships by delivering high-quality, compliant financial advice.

Required Skills & Qualifications:

  • Certified Financial Planner (CFP) or currently working towards the certification.
  • Minimum of 13 years of experience in financial planning or wealth management.
  • Strong understanding of investment strategies and the financial planning process.
  • Excellent communication skills with a focus on client engagement.
  • Detail-oriented, proactive, and analytical mindset.
  • Ability to work both independently and collaboratively in a team environment.

Benefits:

  • A competitive fixed salary with potential for performance-based bonuses.
  • Continuous mentorship and training in a dynamic, professional environment.
  • Exposure to high-net-worth clients, both locally and internationally.
  • Flexible work options after training, including hybrid and remote possibilities.
  • Opportunities for significant career growth and advancement.


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