Junior Financial Advisor
Posted on 2025-01-31
Job Summary
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude while challenging convention and respect diversity, competency, and flexible leadership in the pursuit of business growth. The role of the junior financial advisor is to provide support to the senior advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.
Responsibilities:
- Responsible for assisting senior advisors in providing financial advice to Investec Private Bank Clients in accordance with FAIS legislation and according to Investecs professional financial advice guidelines. This includes doing an analysis of the clients financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process). Ensure that proper record keeping of advice is maintained.
- Assist in conducting annual financial review with clients
- Build and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and support
- Ensure credibility with clients and Private Bankers through effective service delivery
- Assist with the sales and marketing of Investec Life product range with other distribution or service channels.
- Assist the Client Services Centre should phone in clients require more technical (product and advice) support
- Always operate within the Private Bank business strategies and Investecs brand guidelines
Experience, skill and capability:
- Understanding of the long-term insurance business and financial markets
- Knowledge of and experience with financial planning processes
- Client service orientated
- Excellent interpersonal skills
- Relationship building and networking
- Ability to organise and prioritise
- Ability to work under pressure
- Team player
- Must have initiative and be tenacious
- Ability to close a deal
- Relevant tertiary qualification or CFP would be preferred
Junior Financial Advisor position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2025-01-31 at 13:17:53 in the Finance Accounting category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Johannesburg: Junior Financial Accountant / Bookkeeper
Minimum requirements for the role: A BCom Finance or Accounting or related degree is essential for this role. Previous experience having worked on Pastel Partner is preferred. Previous experience having worked in an Accountant role is essential. Must have
View Job
Junior Financial Accountant / Bookkeeper
Pretoria East: Junior Financial Accountant posted by Lesetsas Angel Agency
Main purpose:To supervise the day-to-day transactions encompassing accounts payable, subsistance, petty cash and other ad-hoc responsibilities. Also, management of sub-ordinates in the area of responsibility.Minimum qualification and experience:B Degree or
View Job
Junior Financial Accountant
Pretoria: Junior Financial Manager
Prepare all monthly processing to Trial balance Prepare management accounts with detailed variance analyses Prepare all working papers to support the management accounts Preparing Annual Financial Statements in terms of International Financial Reporting St
View Job
Junior Financial Manager
Southern Suburbs: Junior Financial Advisor posted by Structured Wealth Solutions
We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will
View Job
Junior Financial Advisor
Centurion: Junior/Intern Accounting/Financial Resource posted by Weexert
Looking for Junior/Intern Accounting/Financial resource to work for a company in Centurion. Minimum requirement is requirement for internship, N6, diploma, degree or honours in Accounting/Financial. send CV to Weexert Junior/Intern Accounting/Financial Re
View Job
Junior/Intern Accounting/Financial Resource
Johannesburg: Junior Financial Accountant
Hiring: Junior Financial Accountant (Rosebank) Key Responsibilities: Assist with managing cashbooks and bank reconciliations for multiple companies in different currencies. Help maintain the fixed assets register and assist with processing depreciation. Su
View Job
Junior Financial Accountant
Johannesburg: Junior Financial Accountant posted by Curiska
Hiring: Junior Financial Accountant (Rosebank)Key Responsibilities:Assist with managing cashbooks and bank reconciliations for multiple companies in different currencies.Help maintain the fixed assets register and assist with processing depreciation.Suppor
View Job
Junior Financial Accountant
Cape Town: Junior Financial Manager posted by Sagen Advisory
A specialized Property Management and Investment company is seeking to employ a Junior Finance Manager to assist them with all thing finance and wanting to a long term opportunity to grow with this expanding business. Their head office is based in the Nort
View Job
Junior Financial Manager
George: Junior Financial Administrator – George posted by The Talent Room
Our client is seeking a motivated and detail-oriented Junior Financial Administrator in George. Responsibilities:Assist with basic financial administration tasks, including data entry, filing, and processing invoices.Support the senior finance team in prep
View Job
Junior Financial Administrator – George
Cape Town: Junior Financial Accountant (For Fmcg) posted by Rory Mackie & Associates
Overview: This role reports directly into the Financial Manager for the expanding national business. It is part of a national FMCG/wholesale business, focusing on high end products in the electronic/imaging/personal care product space. Key Duties & Res
View Job
Junior Financial Accountant (For Fmcg)
Stellenbosch: Junior Financial Manager posted by Sagen Advisory
Diversified and established group based in the Cape Winelands is searching for an ambitious and talented financial professional to join them as a Junior Financial Manager. The business is mainly involved in commercial agriculture, exports, property develop
View Job
Junior Financial Manager
Bellville: Junior Financial Manager posted by Sagen Advisory
An established and local Accounting and Consultancy firm is searching for an experienced accounting professional to join them at their Northern Suburbs offices to perform the inhouse financial management function for a large group of companies. This is an
View Job
Junior Financial Manager
Cape Town: Junior Financial Advisor posted by Rory Mackie & Associates
Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic
View Job
Junior Financial Advisor
Stellenbosch: Junior Financial Manager posted by Sagen Advisory
Well-known and respected medium sized Accounting and Consultancy firm is searching for an experienced accounting professional to join their ranks at their offices in Stellenbosch. This is an exciting and newly created role and the incumbent will be respons
View Job
Junior Financial Manager
Stellenbosch: Junior Financial Manager posted by Sagen Advisory
A well-established manufacturing business in the Cape Winelands is looking to employ a Junior Financial Manager. They are looking for an experienced financial professional with an inquisitive, dynamic, and analytical nature to take charge of this role. The
View Job
Junior Financial Manager
South Africa: Junior Financial Manager
Are you ready to make the next step as Junior Financial Manager where growth and development are offered? We are looking for a highly motivated, diligent, reliable individual to join the small but dynamic finance team, adding value to the company as it is
View Job
Junior Financial Manager
Cape Town: Junior Actuarial Analyst – Financial & Wealth Services Industry – R600k – R500k posted by Hire Resolve
Hire Resolve`s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibi
View Job
Junior Actuarial Analyst – Financial & Wealth Services Industry – R600k – R500k
Gauteng: Junior Financial Accountant – Benoni posted by Job Masters (Pty) Ltd
Minimum requirements:Experience on Caseware working papers is a minimum requirement for this position.Minimum 3 years’ relevant experienceAbility to work independentlySalary offer: R15K Junior Financial Accountant - Benoni position available in Gaute
View Job
Junior Financial Accountant – Benoni
Johannesburg South: Junior Financial Manager posted by Network Finance
Job & Company DescriptionsA manufacturing and engineering company is looking for a Junior Financial Manager to join their finance department. As a Junior Financial Manager, you will be responsible for the following:Oversee daily financial operatio
View Job
Junior Financial Manager
Johannesburg South: Junior Financial Manager posted by Network Finance
My client is looking for a dynamic and results-oriented Financial Manager to oversee critical financial operations, drive profitability, and provide strategic insights that make a lasting impact.This role is based in Johannesburg South.Key Responsibilities
View Job
Junior Financial Manager
Benoni: Junior Financial Accountant
Duties and Responsibilities: Drafting annual financial statements. Experience on Caseware working papers is a minimum requirement. Salary dependent on experience. Ability to work independently. Consultant: Thandelike Shabangu - Dante Personnel Pretoria Sil
View Job
Junior Financial Accountant
Johannesburg: Junior Financial Manager
My client is looking for a dynamic and results-oriented Financial Manager to oversee critical financial operations, drive profitability, and provide strategic insights that make a lasting impact. This role is based in Johannesburg South. Key Responsibiliti
View Job
Junior Financial Manager
Johannesburg: Junior Financial Manager
A manufacturing and engineering company is looking for a Junior Financial Manager to join their finance department. As a Junior Financial Manager , you will be responsible for the following: Oversee daily financial operations, including payroll, creditors,
View Job
Junior Financial Manager
Western Cape: Junior Financial Manager (Maternity Contract) posted by Communicate Finance
Provide support for all financial activities, including budgeting, forecasting, and financial reportingEnsure intercompany accounts are properly maintained and reconciled monthlyProvide support for banking and month-end paymentsEnsuring compliance with acc
View Job
Junior Financial Manager (Maternity Contract)
Cape Town City Centre: Junior Financial Manager (Maternity Contract)
Provide support for all financial activities, including budgeting, forecasting, and financial reporting Ensure intercompany accounts are properly maintained and reconciled monthly Provide support for banking and month-end payments Ensuring compliance with
View Job
Junior Financial Manager (Maternity Contract)