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Graduate Trainee - Financial Advisor (Johannesburg)

Oasis CrescentSandton, Gauteng, South Africa

2 days ago

Job description

Overview

Oasis Crescent is offering an incredible opportunity for ambitious graduates to join our dynamic team as Graduate Financial Advisors.

What You’ll Get

Full training & mentorship from industry professionals
Career growth in wealth management & financial advisory
A high-performance environment with real impact

Requirements

Finance / Investment / Financial Management Degree (Honours / Postgrad preferred)

Excellent academic track record

Strong understanding of financial principles

1-3 years\' experience as a Bookkeeper, Junior Accountant, Accounts Clerk, or Financial Administrator. Experience should involve : Reconciling accounts, preparing financial reports, managing ledgers, or assisting with budgeting and financial statements.

Candidates must be willing to work toward Regulatory Exam (RE5) and FAIS accreditation.

Strong sales potential

Excellent communication skills, particularly in explaining financial concepts.

Client service orientation and professional demeanor.

Analytical, entrepreneurial mindset

Job description

1. Client Engagement and Prospecting

Identify and approach potential clients through networking, referrals, and cold calling.

Conduct initial client meetings to understand financial needs, goals, and current financial status.

2. Financial Needs Analysis

Assist in gathering and analyzing financial data such as income, expenses, assets and liabilities.

Participate in preparing comprehensive financial needs analyses and planning reports.

3. Product Knowledge and Training

Learn about various financial products (e.g., retirement annuities and investment products).

Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning.

4. Compliance and Regulation

Understand and adhere to Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services (FAIS) Act requirements.

Complete necessary training modules and work toward obtaining RE5 (Regulatory Exam) and full FAIS accreditation.

5. Sales Support and Administration

Support senior financial advisors with administrative tasks like application processing, documentation, and client follow-ups.

Maintain accurate records of client interactions and financial plans.

6. Learning and Development

Attend sessions as part of structured training programs.

Shadow experienced advisors to understand best practices in client servicing and financial planning.

7. Building Long-term Client Relationships

Begin building and managing a small portfolio under supervision.

Learn to provide continuous support to clients and adjust plans as their life circumstances change.

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Financial Advisor • Sandton, Gauteng, South Africa