Junior Financial Advisor
Posted on 2025-04-09
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | Western Cape / Cape Town |
Job Summary
Responsibilities:
Assist advisory partners with the preparation and organization of client documentation and compliance requirements. Maintain a high level of understanding of administrative processes, including documentation, mandates, and service providers. Build and nurture trusting relationships with new and prospective clients, working under the supervision of senior advisors. Contribute to strategic discussions aimed at growing the business and enhancing service delivery benchmarks. Identify new client opportunities for Citadel and actively seek referrals from existing clients. Engage in continuous business development to attract new business and facilitate top-ups from existing clients. Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes. Organize and participate in prospecting events to build and maintain quality client relationships. Attend bi-annual client meetings to ensure client satisfaction and retention. Qualifications and Experience: Certified Financial Planner designation or currently in the process of obtaining it. Postgraduate diploma in financial planning with board exam completion or in progress. Completion of regulatory exams (RE) and class of business training. Active engagement in Continuous Professional Development (CPD) and attendance at internal training sessions. Previous exposure to supervisory requirements related to Cat 1 and Cat 2 registration is advantageous. Key Competencies: Strong numerical aptitude and analytical skills. Excellent writing and communication abilities. Influencing and conceptual thinking skills. High interpersonal understanding and effective presentation skills. Ability to manage stress effectively and maintain a multi-focused approach. Output-driven mindset with a commitment to achieving results. Knowledge
Requirements:
General understanding of financial markets, insurance, and investment products. Thorough knowledge of the global economy and investment market dynamics. Familiarity with investment and financial planning concepts. Technical knowledge in areas such as tax, estate planning, retirement planning, Forex, and interest rates. Personal Characteristics: Client-focused and service-oriented with a high level of integrity. Adaptable and flexible, with a keen eye for detail. Quick thinker, mature, and confident in client interactions. Well-presented with sensitivity to client needs and expectations. A self-starter who demonstrates accountability and a commitment to professional development. What We Offer: A dynamic work environment with opportunities for personal and professional growth. Ongoing training and support to enhance your skills and knowledge in the financial services industry. The chance to work with a diverse clientele and make a significant impact on their financial futures.
Junior Financial Advisor position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-04-09 at 13:40:05 in the Professions 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 Controller (Jb5121) posted by Kontak Recruitment
"Junior Financial Controller (JB5121) Randpark Ridge, JohannesburgR25 000 - R30 000 CTC per monthPermanentA French-speaking, dynamic and detail-oriented Junior Financial Controller is sought to support financial operations and ensure smooth financial admin
View Job
Junior Financial Controller (Jb5121)
East London: Junior Financial Administrator
Well established company based in East London are seeking a dedicated individual ready to commit to the team for the long term, with a positive and helpful approach to work. Minimum Requirements: Grade 12 qualification Accounting as a matric subject (non-n
View Job
Junior Financial Administrator
Johannesburg: Junior Financial Administrator
A logistics company, based in Honeydew Gauteng, is looking for a motivated and detail-oriented Junior Financial Administrator to join their team. Role Overview: We are seeking an organized, proactive, and enthusiastic Junior Financial Administrator to supp
View Job
Junior Financial Administrator
Edenvale: Junior Financial Manager Reporting
JOB DESCRIPTION: We are looking for a highly motivated Finance Manager to contribute to and implement our strategy, lead people, improve systems, establish policies, and reduce risk. This role will report directly to the Senior Financial Manager. DUTIES /
View Job
Junior Financial Manager Reporting
Gauteng: Junior Oracle Financial Support Consultant
Deloitte is currently recruiting for a Junior Oracle Financial Functional Support Consultant. For now, this will be a 12 month contract, working on a Hybrid model (Site is in Randfontein). Overview: We are looking for a motivated Junior Oracle Financial Fu
View Job
Junior Oracle Financial Support Consultant
Johannesburg: Junior Financial Advisor
Job Description: Junior Financial Advisor Are you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fas
View Job
Junior Financial Advisor
Gauteng: Junior Oracle Financial Support Consultant
Deloitte is currently recruiting for a Junior Oracle Financial Functional Support Consultant. For now, this will be a 12 month contract, working on a Hybrid model (Site is in Randfontein). Overview: We are looking for a motivated Junior Oracle Financial Fu
View Job
Junior Oracle Financial Support Consultant
Cape Town City Centre: Junior Financial Manager
Your duties will include but are not limited to: Utilise your expertise in finance and financial control systems to drive accuracy and efficiency. Manage and oversee creditors, debtors, and bookkeeping processes up to trial balance. Maintain and report on
View Job
Junior Financial Manager
Johannesburg: Junior Financial Manager
Join our esteemed client, a long-established leader in manufacturing sustainable products, as they seek a dedicated and experienced Junior Financial Manager to join their team in Johannesburg South This is an exciting opportunity to be part of a company co
View Job
Junior Financial Manager
Johannesburg: Junior Financial Accountant
Minimum Requirements: Essential: BCom Degree in Accounting. Beneficial: Honours Degree in Accounting. Minimum of 3 years of experience in a similar role. Up to date with current IFRS standards. Knowledge of the most recent tax legislation. Familiar with th
View Job
Junior Financial Accountant
Pretoria: Junior Accounting Clerk – Available Immediately posted by LAURENTIUM FINANCIAL SERVICES
About the positionAre you a detail-oriented Bookkeeper or Accountant looking for an opportunity in a friendly work environment? We are seeking a skilled financial professional to join an accounting practice in Brooklyn. Key Responsibilities:Managing bookke
View Job
Junior Accounting Clerk – Available Immediately
Johannesburg: Junior Financial Manager
Our client specializes in the production of high-quality goods and has solidified its position as a market leader. As a Financial Accountant, you will assume a pivotal role in overseeing the financial operations of the plant. Your responsibilities will enc
View Job
Junior Financial Manager
Edenvale: Junior Financial Manager Reporting posted by SET Consulting
JOB DESCRIPTION:We are looking for a highly motivated Finance Manager to contribute to and implement our strategy, lead people, improve systems, establish policies, and reduce risk. This role will report directly to the Senior Financial Manager.DUTIES / KE
View Job
Junior Financial Manager Reporting
Johannesburg: Junior Financial Administrator posted by Karen Tupper Recruitment
A logistics company, based in Honeydew Gauteng, is looking for a motivated and detail-oriented Junior Financial Administrator to join their team.Role Overview:We are seeking an organized, proactive, and enthusiastic Junior Financial Administrator to suppor
View Job
Junior Financial Administrator
East London: Junior Financial Administrator posted by Profile Personnel
Well established company based in East London are seeking a dedicated individual ready to commit to the team for the long term, with a positive and helpful approach to work. Minimum Requirements:Grade 12 qualificationAccounting as a matric subject (non-neg
View Job
Junior Financial Administrator
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
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
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
Cape Town: Junior Financial Advisor posted by The Recruitment Council
Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose of the Job: The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compli
View Job
Junior Financial Advisor
Cape Town: Junior Executive / Finance Assistant posted by CA Financial Appointments
Kick-start your global finance career as a Junior Executive / Finance Assistant to support my client`s international office and Business Management team in Cape Town, Southern Suburbs. If you are ready to work with top clients in sports, media, and enterta
View Job
Junior Executive / Finance Assistant
Cape Town: Junior Accountant posted by CA Financial Appointments
We are looking for an experienced Junior Accountant to join a growing business with different entities in the retail and services sectors. You would need to have a completed finance degree and bring with you five years of similar experience. If you enjoy a
View Job
Junior Accountant
Johannesburg: Junior Financial Advisor posted by The Recruitment Council
Job Description: Junior Financial Advisor Are you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fas
View Job
Junior Financial Advisor
Gauteng: Junior Financial Accountant posted by Marvel Placement Consultant
Minimum Requirements:Essential: BCom Degree in Accounting.Beneficial: Honours Degree in Accounting.Minimum of 3 years of experience in a similar role.Up to date with current IFRS standards.Knowledge of the most recent tax legislation.Familiar with the late
View Job
Junior Financial Accountant