Financial Advisor

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.

• 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.

• Comprehensive 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.