| Date | 2024-10-31 |
|---|---|
| Job Title | Junior Financial Advisor |
| Employer | More Information |
| Salary | Market Related |
| Category | Accounting Finance |
| Location |
ZA / South Africa |
Job Summary
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 compliance requirements for both existing and new clients. This position requires a proactive individual with a solid understanding of administrative systems, enabling the secure acquisition of new business. The Junior Financial Advisor will engage with a diverse range of high-profile clients across South Africa and leverage their networks to create leads and develop potential clients. Key
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 ZA, South Africa. This job position was posted by . The job has been posted on 2024-10-31 in the Accounting Finance category
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