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