Junior Financial Advisor

• Researching advice-related matters with financial advisors to be utilized in client reports and records of advice.
• Working closely with financial advisors and administration managers 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.
• Liaising 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.
• Assisting senior advisors in preparing financial plans and investment strategies for clients.
• Conducting client research and gathering financial data to support planning and recommendations.
• Assisting with client meetings and allocating follow-up tasks.
• Staying current on financial products, market trends, and regulatory updates.
• Participating in training and development activities to enhance financial advisory knowledge.

• 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.
• A keen interest and proven passion for people, financial planning, investments, and client service.
• An understanding of the Financial Services Industry ecosystem, FAIS and FICA legislation.
• Strong computer and IT skills, especially high competence in Microsoft Office (Excel, Word, Outlook) and a reputable financial planning software CRM system (like AtWork, EliteWealth, Xplan).

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on

Hire Resolve