Financial Advisor | CFP | Bedfordview

Job Specification : Junior Financial Advisor (Salaried Role R30,000 per month + Incentives)

Location : Bedfordview, Johannesburg (Hybrid / Remote possible after training)

Employment Type : Full-Time

Salary : R30,000 per month (fixed salary)

Role Overview

Were looking for a driven Junior Financial Advisor, salaried position , starting at R30,000 per month , with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification.

Youll work directly 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 deep professional development and a potential path to international expansion in the future.

Key Responsibilities

Assist with goal-oriented, realistic financial planning for individuals, businesses, and trusts .

Develop tailored investment, retirement, and estate strategies .

Support senior advisors in delivering compliant, high-quality advice to clients.

Stay informed on local and offshore markets, legislation, and products .

Conduct research, prepare financial plans and reports, and assist with portfolio reviews.

Participate in ongoing training, strategy sessions, and client meetings .

Contribute to maintaining strong, long-term client relationships.

Minimum Qualifications & Skills

CFP® certification or currently completing the CFP® qualification (required)

Grade 12 (Matric)

Wealth Management or similar qualification (minimum 120 credits, NQF Level 8)

13 years experience in a financial planning, investment advisory, or wealth management role

Strong understanding of the financial planning process and investment strategies

Professional communication skills and a high level of client engagement ability

Analytical, proactive, and detail-oriented

Able to work independently and collaboratively within a team

Experience working with high-net-worth individuals, corporates, and trusts is advantageous

What We Offer

Fixed salary of R30,000 per month

Small commission structure and opportunity for performance-based bonuses

Continuous training and mentorship

Work with HNW individuals, companies, and trusts both local and offshore

Opportunities for career growth in South Africa and internationally

Hybrid / Remote work options after full training and onboarding

Supportive, professional, and fast-paced work environment