Job Description
About the Role
A leading financial services firm with a legacy spanning nearly a century, is seeking a Junior Financial Advisor to join their team. This business focuses on helping professionals, business owners, and families grow and protect their wealth. Their approach is centred on investment-led financial planning, supported by a team of highly qualified advisors with expertise in retirement planning, estate structuring, risk management, and offshore investment strategies.
Key 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
Salary & Benefits
A highly competitive salary for this role based on experience.
How to Apply
Email your CV to .za or visit our website: .za
About Other Finance/Accounting Jobs in Kwazulu-Natal
In Kwazulu-Natal, South Africa, the finance and accounting profession is a vital component of various industries, contributing to the country’s economic growth and stability. Typically, job seekers in this field can expect to find opportunities across a range of sectors, including financial services, technology, manufacturing, and more.
Generally speaking, salaries for finance and accounting professionals in Kwazulu-Natal vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. Typically, junior positions in this field may command salary ranges between R400 000 to R700 000 per annum, while senior roles can fetch salaries between R1 million to R3 million per annum or more. However, it’s essential to note that these are broad estimates and actual salaries can vary significantly based on individual circumstances.
Common skills for finance and accounting professionals in Kwazulu-Natal include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics, as well as strong analytical and problem-solving skills. Typically, candidates with a degree in finance, accounting, or related fields, as well as certifications like the CFA or CA (South Africa) designation, are highly sought after. Other essential skills often include excellent communication and leadership abilities, as well as the capacity to adapt to changing business environments.
Various industries commonly employ finance and accounting professionals, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector is particularly prominent in Kwazulu-Natal, with many banks, insurance companies, and other financial institutions operating in the province. Technology companies are also increasingly looking for skilled finance professionals to manage their finances and operations.
Career development opportunities for finance and accounting professionals in Kwazulu-Natal are numerous. Typically, senior roles may involve managing teams of junior accountants or financial analysts, while more experienced professionals can move into leadership positions such as Chief Financial Officer (CFO) or Director of Finance. Others may choose to specialize in areas like forensic accounting, tax consulting, or risk management, offering a range of career progression paths and opportunities for advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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