Junior Financial Advisor

2 days ago

Durban, KwaZulu-Natal, South Africa Hire Resolve Full time R250 000 - R500 000 per year
A leading financial services firm with a legacy spanning nearly a century, is seeking a Junior Financial Advisor to join their team. This business focuses on helping professionals, business owners, and families grow and protect their wealth. Their approach is centred on investment-led financial planning, supported by a team of highly qualified advisors with expertise in retirement planning, estate structuring, risk management, and offshore investment strategies.

Responsibilities:
  • Researching advice-related matters with financial advisors to be utilised in client reports /record of advice
  • Working closely with our financial advisors and administration manager to draft Records of Advice documents
  • Assisting with compliance duties on behalf of the practice
  • Assisting in managing the client review process for financial advisors
  • Checking the accuracy of policy schedules and other reports prepared by the administration team
  • Liaise with financial advisors, service providers, clients and team members as and when required
  • Assisting with research, investigations, information gathering and setting up advice and administration processes for the business
  • Assist senior advisors in preparing financial plans and investment strategies for clients.
  • Conduct client research and gather financial data to support planning and recommendations.
  • Assist with client meetings and allocating follow-up tasks.
  • Stay current on financial products, market trends, and regulatory updates.
  • Participate in training and development activities to enhance financial advisory knowledge
Requirements:
  • Matric certificate
  • Progress toward relevant industry certifications (e.g: PGDip Financial Planning, CFP).
  • At least 3 years working experience at a CAT I FSP – investments, long term insurance, employee benefits, medical aid and gap cover
  • Strong knowledge of financial advice relating to investment solutions
  • Strong interpersonal skills
  • A keen interest and proven passion for people, financial planning, investments, and client service
  • The candidate must be available to work (full-time) 08h00 – 16h30 at our offices in Morningside, Durban
Required competencies:
  • An understanding of the Financial Services Industry ecosystem, FAIS and FICA legislation
  • A thorough understanding of compliance rules and documentation associated with the providing of Financial Advice
  • A thorough understanding of the administration and processes of a financial planning business
  • Strong teamwork focus – must become a reliable and productive member of the team
  • Strong computer and IT skills required, especially high competence in:
  • Microsoft Office (Excel, Word, Outlook)
  • Financial planning software CRM system (like AtWork, EliteWealth, Xplan)
  • Strong time management skills - must have the ability to manage time and tasks to ensure deadlines are met
  • Methodical, accurate, with meticulous attention to detail
  • Professionalism - as a business representative, maintaining a professional presence is required
  • Strong analytical, maths and research skills
  • The ability to quickly evaluate problems, identify solutions and execute tasks needed to move the business forward
  • Being flexible in accommodating the changing needs of the team and/or clients
If you meet the above requirements and want to make a career changing move, email your CV to [email protected] or visit our website:

Contact Hire Resolve for your next career-changing move.

Our client is offering a highly competitive salary for this role based on experience.

Apply for this role today, contact Sonique Beetge at Hire Resolve or on LinkedIn

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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