Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives)Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training)Employment Type: Full-TimeSalary: R30,000 per month (fixed salary)Role OverviewWere looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification.Youll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with a focus on investment planning and long-term financial strategies. The role offers deep professional development and a potential path to international expansion in the future.Key ResponsibilitiesAssist with goal-oriented, realistic financial planning for individuals, businesses, and trusts.Develop tailored investment, retirement, and estate strategies.Support senior advisors in delivering compliant, high-quality advice to clients.Stay informed on local and offshore markets, legislation, and products.Conduct research, prepare financial plans and reports, and assist with portfolio reviews.Participate in ongoing training, strategy sessions, and client meetings.Contribute to maintaining strong, long-term client relationships.Minimum Qualifications & SkillsCFP® certification or currently completing the CFP® qualification (required)Grade 12 (Matric)Wealth Management or similar qualification (minimum 120 credits, NQF Level 8)13 years experience in a financial planning, investment advisory, or wealth management roleStrong understanding of the financial planning process and investment strategiesProfessional communication skills and a high level of client engagement abilityAnalytical, proactive, and detail-orientedAble to work independently and collaboratively within a teamExperience working with high-net-worth individuals, corporates, and trusts is advantageousWhat We OfferFixed salary of R30,000 per monthSmall commission structure and opportunity for performance-based bonusesContinuous training and mentorshipWork with HNW individuals, companies, and trustsboth local and offshoreOpportunities for career growth in South Africa and internationallyHybrid/Remote work options after full training and onboardingSupportive, professional, and fast-paced work environment
