Junior Financial Advisor

7 days ago

Durban, KwaZulu-Natal, South Africa Hire Resolve Full time
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.

  • Financial advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Momentum Financial Planning Full time

    We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals....

  • Independent Financial Advisor

    7 days ago

    Durban, KwaZulu-Natal, South Africa The Wholistics Planning Group Full time

    Company DescriptionThe Wholistics Planning Group delivers independent financial planning advice and tailored solutions to both personal and corporate clients. The Group operates through three specialized divisions: Execuserv for financial advice and planning, Ethix Advisory Services for wealth management, and Extegrity for corporate benefits such as pension...

  • Financial Advisor

    1 week ago

    Durban, KwaZulu-Natal, South Africa InspHired Recruitment Full time

    Our client in the Financial industry is currently looking for a Financial Advisor, in Umhlanga, Durban.Responsibilities:Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to its already extensive bookProvide financial products and...

  • Financial Advisor

    1 day ago

    Durban, KwaZulu-Natal, South Africa feeblo. Full time

    Location: Durban / Pietermaritzburg / KZN Region, South AfricaEmployment Type: Full-timeAbout the Role:We are seeking a client-centric, qualified Financial Advisor to build a thriving practice in KwaZulu-Natal. This role is for a true advisor, not just a salesperson. You will possess a deep-seated customer service mindset, viewing every interaction as...

  • Financial Advisor

    7 days ago

    Durban, KwaZulu-Natal, South Africa Mancosa Pty Full time

    Description:We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and...

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Badger & Bird Talent Full time

    Financial Advisor: Stop Letting a Boss Decide Your WorthLocation: Durban (Office-based with client travel)Earning Potential: R40k R100k+ per monthAre you tired of hitting your targets just to see the exact same number on your payslip every month?If you have the drive to work harder than the person next to you, you deserve to earn more than them. We are...

  • Part Time Financial Advisor

    7 days ago

    Durban, KwaZulu-Natal, South Africa Mancosa Pty Full time

    Career BenefitsFree Adviser Academy Learning Programmer which will qualify you to operate as a Personal Financial AdviserPayment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programmer for accreditation as a licensed Financial AdviserUpon successful completion of the Adviser Academy Learning Programmer and...

  • PFA Associate Financial Advisor Campaign

    1 day ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Financial Advisor Mpumalanga

    1 week ago

    Durban, KwaZulu-Natal, South Africa PPS Full time

    Job Description,Purpose of the Job:The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.Scope Of The...

  • Personal Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Badger & Bird Talent Full time

    Financial Advisor: Stop Letting a Boss Decide Your WorthLocation: Durban (Office-based with client travel) Earning Potential: R40k – R100k+ per monthAre you tired of hitting your targets just to see the exact same number on your payslip every month?If you have the drive to work harder than the person next to you, you deserve to earn more than them. We are...