This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.

Key Relations:

• Regional Head and All Advisors /Assistants within region/office
• External clients

Qualifications:

• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma in financial planning with board exam or in the process of acquiring it
• RE exams
• Class of business and product training
• CPD points – continuous and registration ...