Durban: Junior Financial Advisor posted by Hire Resolve
Posted on 2025-08-15 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Kwazulu-Natal / Durban |
Job Summary
Responsibilities:
- Researching advice-related matters with financial advisors to be utilised in client reports /record of advice
- Working closely with our financial advisors and administration manager to draft Records of Advice documents
- Assisting with compliance duties on behalf of the practice
- Assisting in managing the client review process for financial advisors
- Checking the accuracy of policy schedules and other reports prepared by the administration team
- Liaise with financial advisors, service providers, clients and team members as and when required
- Assisting with research, investigations, information gathering and setting up advice and administration processes for the business
- Assist senior advisors in preparing financial plans and investment strategies for clients.
- Conduct client research and gather financial data to support planning and recommendations.
- Assist with client meetings and allocating follow-up tasks.
- Stay current on financial products, market trends, and regulatory updates.
- Participate in training and development activities to enhance financial advisory knowledge
Requirements:
- Matric certificate
- Progress toward relevant industry certifications (e.g: PGDip Financial Planning, CFP).
- At least 3 years working experience at a CAT I FSP investments, long term insurance, employee benefits, medical aid and gap cover
- Strong knowledge of financial advice relating to investment solutions
- Strong interpersonal skills
- A keen interest and proven passion for people, financial planning, investments, and client service
- The candidate must be available to work (full-time) 08h00 16h30 at our offices in Morningside, Durban
Required competencies:
- An understanding of the Financial Services Industry ecosystem, FAIS and FICA legislation
- A thorough understanding of compliance rules and documentation associated with the providing of Financial Advice
- A thorough understanding of the administration and processes of a financial planning business
- Strong teamwork focus must become a reliable and productive member of the team
- Strong computer and IT skills required, especially high competence in:
- Microsoft Office (Excel, Word, Outlook)
- Financial planning software CRM system (like AtWork, EliteWealth, Xplan)
- Strong time management skills – must have the ability to manage time and tasks to ensure deadlines are met
- Methodical, accurate, with meticulous attention to detail
- Professionalism – as a business representative, maintaining a professional presence is required
- Strong analytical, maths and research skills
- The ability to quickly evaluate problems, identify solutions and execute tasks needed to move the business forward
- Being flexible in accommodating the changing needs of the team and/or clients
If you meet the above requirements and want to make a career changing move, email your CV to *****@*****.co.za or visit our website: www.********.co.za
Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, contact Sonique Beetge at Hire Resolve or on LinkedIn
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
Click Go Apply to apply online!
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