Menu Close

Bedfordview: Junior Financial Advisor | Bedfordview

Bedfordview: Junior Financial Advisor | Bedfordview

Posted on 2025-04-17 00:00:00

Job Summary

Role Overview Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP®) or someone actively working toward CFP® certification. The advisor will work closely 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 extensive professional development and potential for international career expansion. Key Responsibilities Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Develop tailored investment, retirement, and estate strategies Support senior advisors in delivering compliant, high-quality client advice Stay informed on local and offshore markets, legislation, and financial products Conduct research, prepare financial plans and reports, and assist with portfolio reviews Participate in ongoing training, strategy sessions, and client meetings Contribute to building and maintaining strong, long-term client relationships Minimum Qualifications & Skills CFP® certification or actively pursuing CFP® qualification (required) Grade 12 (Matric) Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) 13 years experience in financial planning, investment advisory, or wealth management Strong understanding of financial planning processes and investment strategies Excellent professional communication and client engagement skills Analytical, proactive, and detail-oriented mindset Ability to work independently and collaboratively within a team Experience with high-net-worth individuals, corporates, or trusts is advantageous What our client is offering: Continuous training and mentorship Exposure to high-net-worth individuals, companies, and trusts (local and offshore) Career growth opportunities in South Africa and internationally Hybrid/remote work options after full training and onboarding Supportive, professional, and fast-paced work environment

Click Go Apply to apply online!


View Job  Johannesburg: Fraud Specialist
Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Bedfordview, East Johannesburg

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


Bedfordview: Bookkeeper posted by Abelanani

Abelanani is seeking a detail-oriented and reliable Bookkeeper. This role is responsible for maintaining accurate financial records, processing...


View Job
Bookkeeper

Bedfordview: Claims Manager

We are seeking a skilled Claims Manager to oversee our Commercial Claims and Personal Lines Claims departments. As the Claims Manager, you will be...


View Job
Claims Manager

Bedfordview: Junior Financial Advisor | Bedfordview

Role Overview Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner CFP or someone...


View Job
Junior Financial Advisor | Bedfordview

Bedfordview: Quality Management Systems Coordinator – ISO

Supply Chain Logistics Management, OR Total Quality Management, OR 3 year Scientific Degree Diploma Min 3 years experience in Quality Management Systems...


View Job
Quality Management Systems Coordinator – ISO

Johannesburg: GROUP FINANCIAL ACCOUNTANT – BEDFORDVIEW

QUALIFICATIONS Grade 12 Completed a B. Com Accounting Degree or related EXPERIENCE Minimum 5 8 years experience required as an Accountant Computer literate...


View Job
GROUP FINANCIAL ACCOUNTANT – BEDFORDVIEW

Bedfordview: Legal Technician

Duties and Responsibilities Assist the Legal Manager in handling legal procedures and processes Support in dealing with recoveries, third party claims, and...


View Job
Legal Technician

Bedfordview: Senior Legal Secretary

Minimum requirements Minimum 5 years experience as a Legal Secretary Drafting High and Magistrate Court Documents Able to work under pressure Dictations...


View Job
Senior Legal Secretary

Bedfordview: Warehouse control assistant – Urgently required posted by Union Tiles

Area Bedfordview.We are looking for a junior, energetic person who has a minimum of 3 years of experience working in a busy warehouse. The candidate must...

View Job  South Africa: Bookkeeper (Legal)

View Job
Warehouse control assistant – Urgently required

Bedfordview: Facilities Property Manager posted by Union Tiles

Facilities Property Manager required Bedfordview home base, however required to oversee all properties Nationally.Duties to include but not limited to-...


View Job
Facilities Property Manager

Bedfordview: 1x SENIOR Skincare /Beauty Therapist needed for a busy Salon in Eastrand – Bedfordview

SENIOR Skincare Beauty Therapist needed in the Eastrand area - Bedfordview 2-3 years of Skincare Beauty Therapy qualifications. 2-5 years of working...


View Job
1x SENIOR Skincare /Beauty Therapist needed for a busy Salon in Eastrand – Bedfordview

Bedfordview: Accountant

Key Responsibilities Manage the full accounting function, including accounts payable, accounts receivable, general ledger, and bank reconciliations. Prepare...


View Job
Accountant

Bedfordview: 1x SENIOR Nail Technician URGENTLY needed for a busy Spa in Bedfordview

Nail Technician needed in Bedfordview NAIL TECHNOLOGY qualification. 2-5 years of working experience in a busy SpaSalon environment as a -ROUNDER Nail...


View Job
1x SENIOR Nail Technician URGENTLY needed for a busy Spa in Bedfordview

Bedfordview: Branch Manager – Airport Defence

Position Overview The Branch Manager will be a key player in establishing our presence in South Africa and will play a vital role in promoting our services...


View Job
Branch Manager – Airport Defence

Bedfordview: Project Coordinator – Procurement and Project Management

Responsibilities Project Coordination Collaborate closely with project managers and cross-functional teams to ensure project milestones and objectives are...


View Job
Project Coordinator – Procurement and Project Management

Bedfordview: Administrator Front Desk Secretary

The ideal candidate will ensure smooth day-to-day office functioning, assist leadership with administrative tasks, and uphold professional communication...


View Job
Administrator Front Desk Secretary

Bedfordview: Accountant (JB5303) posted by Kontak Recruitment

Accountant JB5303 Bedfordview, Gauteng R25 000 to R45 000 a month Benefits Medical Aid, Pension, Travel AllowancePermanentAn exciting opportunity has opened...


View Job
Accountant (JB5303)

Bedfordview: Executive Assistant & Office Administrator posted by Kontak Recruitment

Executive Assistant Office Administrator Aviation Defence JB5302 Bedfordview, Gauteng R15 000 to R30 000 a month CTC Depending on experience and...

View Job  Nelspruit: CREDITORS CLERK (NELSPRUIT) posted by MPRTC Recruitment

View Job
Executive Assistant & Office Administrator

Bedfordview: Procurement and Project Manager (JB5304) posted by Kontak Recruitment

Procurement and Project Manager JB5304 Bedfordview, Gauteng R25 000 to R40 000 a month CTCPermanent A leader in the aviation, defence, and aerospace sector...


View Job
Procurement and Project Manager (JB5304)

Bedfordview: Commercial Claims Manager (Insurance Industry)

INSURANCE INDUSTRY Commercial Insurance Industry claims knowledge Motor and Non-Motor FAIS qualification or be prepared to obtain as soon as possible...


View Job
Commercial Claims Manager (Insurance Industry)

Bedfordview: Senior Restaurant Manager posted by Restaurant Staff

A well-established restaurant in Bedfordview is seeking to fill the position of Senior Restaurant Manager. Candidates with over six years of experience in...


View Job
Senior Restaurant Manager

Bedfordview: Functions / Floor Manager posted by Restaurant Staff

Leading trendy Restaurant in Bedfordview is looking for a front of house Restaurant manager. Must have experience in a busy Restaurant environment with...


View Job
Functions / Floor Manager

Bedfordview: Front of House Deli / Restaurant Manager posted by Restaurant Staff

A bustling caf deli restaurant in Senderwood Bedfordview is seeking an experienced senior front of house manager. Candidates should possess at least six...


View Job
Front of House Deli / Restaurant Manager

Bedfordview: Accountant posted by Pro-Match Recruitment

Job Specification AccountantLocation BedfordviewCompany International Accounting FirmPosition Type Full-time, Office-basedRole OverviewWe are seeking a...


View Job
Accountant

Bedfordview: Business Consultant Supply Chain – Degree and MBA posted by Isilumko Staffing

MBA and Honors Masters Degree - Supply Chain 5 - 8 Yrs Business Consulting exp in Supply Chain business solutionsStrategic Business Consulting expTrainer ...


View Job
Business Consultant Supply Chain – Degree and MBA

Bedfordview: Brand Ambassador – Bedford Centre posted by Browns Jewellers

Unlock Exceptional Earnings in a World of Elegance About Us As a premier name in luxury jewellery, we are renowned for crafting exquisite pieces that define...


View Job
Brand Ambassador – Bedford Centre

Share this to someone who needs a job:
Posted in Accounting / Finance, Jobs in Bedfordview, Jobs in East Johannesburg

More Jobs in Your Area