Junior Financial Advisor – AEJFA

• 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

• 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

Armstrong Appointments