Job Description

Job Summary 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.
Hire Resolve
IT/Computer
Recruiter
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.