Financial Advisor
The Recruitment CouncilPretoria, South Africa11 days ago
Job descriptionComprehensive Advice : Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning. Technical Excellence : Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map). Compliance : Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery. Certified Financial Planner® (CFP®) designation. Postgraduate Diploma in Financial Planning (NQF 8). Essential Regulatory Examinations (RE5) completed. Minimum 2 years client-facing experience in financial services. Demonstrable previous paraplanning experience in a financial planning environment. A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.
Responsibilities :
1. Client Portfolio Ownership
- Manage & Grow : Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
- Advisory Leadership : Lead client meetings (with guidance where required) and present tailored financial planning solutions.
- Relationship Building : Build long-term client relationships through proactive communication and responsive service.
2. Holistic Financial Planning & Delivery
Qualifications and Experience :
Experience :
Growth Mindset :
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Financial Advisor • Pretoria, South Africa
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