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
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
South Africa: Junior Financial Advisor
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
Kwazulu-Natal: Smi 420250 – Financial Administrator / Junior Bookkeeper – Kzn
Employer Description A dynamic, fast-growing commercial short-term insurance Brokerage located in the in the greater Durban area, KZN. Job Description Our client is in search of a highly competent Financial Administrator to join their team. The ideal candi
View Job
Smi 420250 – Financial Administrator / Junior Bookkeeper – Kzn
Johannesburg: Junior Financial Accountant
Job Description: The Junior Financial Accountants responsibilities include but are not limited to: Payment processing and reconciliations Capturing invoices Ensure compliance with company policies and procedures Minimum Requirements: Relevant financial qua
View Job
Junior Financial Accountant
Johannesburg: Junior Financial Analyst
This is ideal for a recent graduate or entry-level professional with a strong foundation in finance or economics and a passion for data analysis and financial modeling. Key Responsibilities: Assist in preparing financial reports, forecasts, and budgets. Co
View Job
Junior Financial Analyst
Cape Town City Centre: Junior Financial Accountant (For Fmcg)
Overview: This role reports directly into the Financial Manager for the expanding national business. It is part of a national FMCG/wholesale business, focusing on high end products in the electronic/imaging/personal care product space. Key Duties & Respons
View Job
Junior Financial Accountant (For Fmcg)
Irene: Junior Financial Accountant
Job Requirements Qualifications Grade 12 (Matric Certificate) . Tertiary Qualification in Accounting/ Financial Sciences. SAIPA, SAICA or CIMA Accreditation Experience At least 3 years proven work experience in Accounting. A minimum of 2 years proven exper
View Job
Junior Financial Accountant
Johannesburg: Junior Financial Accountant
The successful incumbent will report to the Senior Accountant. Duties include, but will not be limited to: Prepare profit and loss reports for group Trial balance Monthly debtors and creditors age analysis Capture and reconcile debtors and creditors invoic
View Job
Junior Financial Accountant
Johannesburg: Junior Monitoring Administrator (Financial Services) – Aml/Fica/Edd
Job Description: An excellent opportunity for a Junior monitoring administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationshi
View Job
Junior Monitoring Administrator (Financial Services) – Aml/Fica/Edd
George: Junior Financial Administrator – George
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 pr
View Job
Junior Financial Administrator – George
Johannesburg: Junior Monitoring Administrator (Financial Services) – Aml/Fica/Edd posted by Curiska
Job Description:An excellent opportunity for a Junior monitoring administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship
View Job
Junior Monitoring Administrator (Financial Services) – Aml/Fica/Edd
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
Cape Town: Junior Financial Accountant (For Fmcg) posted by Rory Mackie & Associates
Overview: This role reports directly into the Financial Manager for the expanding national business. It is part of a national FMCG/wholesale business, focusing on high end products in the electronic/imaging/personal care product space. Key Duties & Res
View Job
Junior Financial Accountant (For Fmcg)
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
Johannesburg: Junior Financial Advisor posted by Rory Mackie & Associates
Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic
View Job
Junior Financial Advisor
Cape Town: Junior Financial Advisor posted by Rory Mackie & Associates
Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic
View Job
Junior Financial Advisor
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
Pretoria: Junior Accountant posted by Numeral Financial Services Group
Position: Junior Accountant (Fixed-term Contract)Location: Lynwood, PretoriaReporting to: Financial Controller Job Overview: We are seeking a motivated Junior Accountant to become a valuable part of our finance team. This is an excellent opportunity to gai
View Job
Junior Accountant
Stellenbosch: Junior Financial Manager posted by Sagen Advisory
A well-established manufacturing business in the Cape Winelands is looking to employ a Junior Financial Manager. They are looking for an experienced financial professional with an inquisitive, dynamic, and analytical nature to take charge of this role. The
View Job
Junior Financial Manager
Pretoria: Junior Financial Clerk / Administrator (Long Term Insurance) posted by Isilumko Staffing
If you have 1 year finance experience in long term insurance sector, with a Matric (MATHS AND ACCOUNTING).National diploma will be an advantage.Prefer someone with AIMS working knowledge.Strong financial acumen.Excellent English communication. To be based
View Job
Junior Financial Clerk / Administrator (Long Term Insurance)
Pretoria: Junior Accountant posted by Numeral Financial Services Group
Position: Junior Accountant.Location: Lynwood, Pretoria.Reporting to: Financial Manager. Job Overview: We are seeking a motivated Junior Accountant to become a valuable part of our finance team. This is an excellent opportunity to gain hands-on experience,
View Job
Junior Accountant
South Africa: Financial Administrator/ Junior Bookkeeper – Kzn posted by Professional Career Services
Employer DescriptionA dynamic, fast-growing commercial short-term insurance Brokerage located in the in the greater Durban area, KZN. Job DescriptionOur client is in search of a highly competent Financial Administrator to join their team. The ideal candida
View Job
Financial Administrator/ Junior Bookkeeper – Kzn
Johannesburg: Junior Financial Accountant
Job Description: The candidates responsibilities include but are not limited to: Assisting with preparing monthly management accounts Bank reconciliations Payroll preparation and administration Minimum Requirements: BCom Completed SAICA or SAIPA articles E
View Job
Junior Financial Accountant
Cape Town: Junior Actuarial Analyst – Financial & Wealth Services Industry – R600k – R500k posted by Hire Resolve
Hire Resolve`s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibi
View Job
Junior Actuarial Analyst – Financial & Wealth Services Industry – R600k – R500k
Johannesburg North: Junior Financial Accountant posted by Network Finance
The successful incumbent will report to the Senior Accountant.Duties include, but will not be limited to:Prepare profit and loss reports for groupTrial balanceMonthly debtors and creditors age analysisCapture and reconcile debtors and creditors invoicesRec
View Job
Junior Financial Accountant
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here