Junior Financial Advisor | Bedfordview

Role Overview Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP®) or someone actively working toward CFP® certification. The advisor will work closely with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with a focus on investment planning and long-term financial strategies. The role offers extensive professional development and potential for international career expansion. Key Responsibilities Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Develop tailored investment, retirement, and estate strategies Support senior advisors in delivering compliant, high-quality client advice Stay informed on local and offshore markets, legislation, and financial products Conduct research, prepare financial plans and reports, and assist with portfolio reviews Participate in ongoing training, strategy sessions, and client meetings Contribute to building and maintaining strong, long-term client relationships Minimum Qualifications & Skills CFP® certification or actively pursuing CFP® qualification (required) Grade 12 (Matric) Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) 13 years experience in financial planning, investment advisory, or wealth management Strong understanding of financial planning processes and investment strategies Excellent professional communication and client engagement skills Analytical, proactive, and detail-oriented mindset Ability to work independently and collaboratively within a team Experience with high-net-worth individuals, corporates, or trusts is advantageous What our client is offering: Continuous training and mentorship Exposure to high-net-worth individuals, companies, and trusts (local and offshore) Career growth opportunities in South Africa and internationally Hybrid/remote work options after full training and onboarding Supportive, professional, and fast-paced work environment

Location: Bedfordview, ZA

Posted Date: 4/23/2025