Junior Financial Advisor

2 months ago


South Africa Jobted ZA C2 Full time

Job Title: Junior Financial Advisor

Reporting To: Regional Head

Purpose of the Job:

The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a solid understanding of administrative systems, enabling the secure acquisition of new business. The Junior Financial Advisor will engage with a diverse range of high-profile clients across South Africa and leverage their networks to create leads and develop potential clients.

Key Responsibilities:

- 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.
- 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.
- Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes.
- Organize and participate in prospecting events to build and maintain quality client relationships.
- Attend bi-annual client meetings to ensure client satisfaction and retention.

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.
- Active engagement in Continuous Professional Development (CPD) and attendance at internal training sessions.
- Previous exposure to supervisory requirements related to Cat 1 and Cat 2 registration is advantageous.

Key Competencies:

- Strong numerical aptitude and analytical skills.
- Excellent writing and communication abilities.
- Influencing and conceptual thinking skills.
- High interpersonal understanding and effective presentation skills.
- Ability to manage stress effectively and maintain a multi-focused approach.
- Output-driven mindset with a commitment to achieving results.

Knowledge Requirements:

- General understanding of financial markets, insurance, and investment products.
- Thorough knowledge of the global economy and investment market dynamics.
- Familiarity with investment and financial planning concepts.
- Technical knowledge in areas such as tax, estate planning, retirement planning, Forex, and interest rates.

Personal Characteristics:

- Client-focused and service-oriented with a high level of integrity.
- Adaptable and flexible, with a keen eye for detail.
- Quick thinker, mature, and confident in client interactions.
- Well-presented with sensitivity to client needs and expectations.
- A self-starter who demonstrates accountability and a commitment to professional development.

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.


  • Financial Advisor

    2 months ago


    South Africa Jobted ZA C2 Full time

    Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

  • Financial Advisor

    3 weeks ago


    South Africa Jobted ZA C2 Full time

    Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

  • Financial Advisor

    6 months ago


    Johannesburg South, South Africa deVere Group Full time

    We are looking for self-driven, entrepreneurial-thinking Financial Advisors to join our growing team as we extend our global presence. Submit your contact details, if you are an experienced IFA who wants to maximise your income and skill set while ensuring you have a worldwide support and training platform, along with market-leading goods and...


  • South Africa Jobted ZA C2 Full time

    Our client, based in Cape Town City Centre, is looking to employ a junior Bookkeeper/Accounts Clerk to assist with general financial administration and duties. Requirements: - Matric with relevant experience AND/OR qualification - Ability to work Monday to Friday on-site at the office - Eye for detail and numerically very strong - Strong communication...


  • South Africa Jobted ZA C2 Full time

    JOB DESCRIPTION: Job Title: Junior Specialist: Project Management Employment Type: 12 Month Contract, Remote Work Location: Gauteng, Johannesburg JOB CONTEXT Our client seeks a Junior Specialist in Project Management to coordinate and manage Corporate Citizenship initiatives, focusing on socio-economic development and youth empowerment through project...


  • South Africa Parliament of The Republic of South africa Full time

    About the RoleWe are seeking a highly skilled Content Advisor to join our team at the Parliament of The Republic of South Africa. As a Content Advisor, you will play a critical role in developing strategic plans, determining committee members' expectations, and monitoring the implementation of these plans.Key ResponsibilitiesDevelop Strategic Plans: Work...


  • South Africa Jobted ZA C2 Full time

    Purpose of the Role An exciting opportunity for a junior trader to join a dynamic Derivatives Trading team. This role offers incredible growth potential and exposure to financial markets, making it ideal for an individual eager to build a career in the derivatives market. The candidate will work alongside senior traders, gaining hands-on experience in all...

  • Group Tax Specialist

    6 months ago


    Johannesburg South, South Africa CA Financial Appointments Full time

    An exciting opportunity has become available within a mining holding company for a Group Tax Specialist. Reporting to the Group Financial Manager the successful incumbent will be responsible for providing input and implementing a tax strategy to manage all tax matters within the group. **Responsibilities**: - Ensure accurate submission of all returns and...

  • SAICA Trainee

    1 month ago


    South Africa Jobted ZA C2 Full time

    SAICA ARTICLES - 2025!!!!! Job Title: Junior Accountant / SAICA Trainee Location: West Rand (or nearby) Requirements: Education: Currently completing or has completed a BCom Financial Science degree (minimum 3rd-year level). Location: Preferably based in the West Rand or surrounding areas. License: Must have a valid driver’s license and own transport.

  • Relationship Manager

    2 weeks ago


    South Africa Jobted ZA C2 Full time

    Key Responsibilities - Client Acquisition and Retention: Develop and manage a portfolio of public sector clients, ensuring long-term relationships and satisfaction. - Financial Solutions Provider: Identify client needs and recommend appropriate banking products and services such as loans, deposits, treasury solutions, and advisory services. - Strategic...

  • Advisory Partner

    3 weeks ago


    South Africa Jobted ZA C2 Full time

    Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organizations service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting...

  • Advisory Partner

    2 months ago


    South Africa Jobted ZA C2 Full time

    Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organization''s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting...


  • South Africa Jobted ZA C2 Full time

    Urgently looking for a Bookkeper based in Bellville or surrounding areas. Duties Include - Maintain accurate and up-to-date financial records, including invoices, purchase orders, accounts payable, accounts receivable, and bank statements. - Reconcile accounts and resolve any discrepancies or errors. - Process and record financial transactions, including...


  • South Africa Jobted ZA C2 Full time

    Key responsibilities: - Record the day-to-day financial transactions and complete the posting process. - Reconcile Accounts - perform bank reconcilations, reconcile accounts payable and receivable and ensure all ledgers are accurate and up-to-date. - Prepare Financial Statements - prepare monthly quarterly and annual financial statements, including balance...

  • Relationship Manager

    2 weeks ago


    South Africa Jobted ZA C2 Full time

    Are you a driven and dynamic professional with a passion for building impactful partnerships? A leading bank is seeking a Relationship Manager (Public Sector) to foster and maintain strong connections with government entities, public institutions, and related organizations. This pivotal role combines financial expertise with relationship-building skills to...


  • South Africa Jobted ZA C2 Full time

    Minimum Education and Experience: - 4 year LLB Degree or equivalent. - Admitted Attorney having served articles of clerkship or Admitted Advocate, having - served pupillage. - 3 5 years Post admission experience. Critical Competencies: - Legislation - Legal opinions - Report writing - Compilation of policies and procedures - Legal reviews and due...


  • South Africa Jobted ZA C2 Full time

    This is an excellent opportunity to join a leading global asset/investment management entity. This position will provide a considerable career opportunity to the successful applicant and is an in office role based in the southern suburbs, Cape Town. As an Investment Analyst, you will work closely with the Portfolio Managers and Investment Committee to...

  • Chief Risk Officer

    2 weeks ago


    South Africa Jobted ZA C2 Full time

    Key Responsibilities: - Architect and Lead: Develop and implement a world-class Country Risk Management Framework aligned with global standards. - Strategic Partner: Align the bank's risk profile with profitability and return objectives, ensuring sustainable success. - Policy Guru: Articulate and communicate comprehensive risk management policies and...

  • Chief Risk Officer

    2 weeks ago


    South Africa Jobted ZA C2 Full time

    Our client, a leading global bank expanding its footprint in Namibia, is seeking a dynamic and strategic Chief Risk Officer (CRO) to lead the charge in crafting and executing a robust risk management framework. This pivotal role is your chance to make a lasting impact by safeguarding the bank against financial, operational, and market risks while steering...

  • Private Advisor

    2 months ago


    Johannesburg South, South Africa FirstRand Bank Limited Full time

    Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: ...