Junior Financial Advisor, Durban

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 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.

#J-18808-Ljbffr